C
Citadel Investment Advisory Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$278,251,133
Clients
118
48% high-net worth
Advisors
1
of 1 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
118
Very HighAverage account size
$2,358,060
About
Citadel Investment Advisory Inc serves individual clients, including high‑net‑worth and non‑HNW households, by providing investment advisory and ongoing portfolio management services typically billed as a percentage of assets under management. The firm reports about $278.25 million in regulatory assets under management across roughly 118 client relationships.
The firm’s Form ADV Part 2 describes individualized portfolio management supported by documented methods of analysis, regular account reviews, and disclosures addressing discretion and custody. Clients work with the firm under a fee‑based advisory arrangement tied to AUM, with the ADV outlining its investment process and risk considerations.
What is distinctive is the concentration of assets relative to adviser headcount: Citadel manages roughly $278 million with a single listed adviser, a configuration that is uncommon among similarly supported firms. That combination of high AUM per adviser and a relatively small client base suggests the firm’s client relationships tend to be larger and more consolidated than is typical for peers.
Client services
Portfolio management
Fee options
Most active in
Citadel Investment Advisory Inc has reported serving >5 clients in these states in the last 12 months.
Florida · Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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