Citadel Investment Advisory Inc
Citadel Investment Advisory Inc is an SEC-registered asset manager with $278.3M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Citadel Investment Advisory Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 110540, SEC 801-112507, data through 2026-03-12.
- AUM (assets under management / regulatory AUM)
- $278.3M (2026-03-12)
- Firm type
- Asset Manager
- Employees
- 1
- Clients
- 118
- CRD
- 110540
- Ownership
- LIEDTKE, KURT, THOMAS
How much AUM does Citadel Investment Advisory Inc have?
Citadel Investment Advisory Inc reported $278.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-12).
Who owns Citadel Investment Advisory Inc?
Disclosed owners and executives of Citadel Investment Advisory Inc include LIEDTKE, KURT, THOMAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.