Cozad Asset Management Inc
● SEC registered since 1982CRD 104764SEC# 801-18060Champaign, IL
Reg. AUM
$2.62B
Employees
29
Accounts
3,824
Location
Champaign, IL
Cozad Asset Management Inc assets under management
Cozad Asset Management Inc is an SEC-registered investment adviser based in Champaign, IL. The firm has been registered since 1982. It reports $2.6 billion in regulatory assets under management and employs 29 people.
Cozad Asset Management Inc owners & executives
16 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anne Joelle Storsved Control | Executive Vice President, Director Of Tax Department, & Director | Under 5% | 2013 |
| B. Joseph White Control | Director | Under 5% | 2021 |
| Braden Lee Anderson Control | Chief Operating Officer, Chief Financial Officer, Secretary & Treasurer | Under 5% | 2021 |
| Brett Anderson Control | Co-Chief Executive Officer, Chief Investment Officer, Director | Under 5% | 2021 |
| Charles H Shapland Discretionary Trust | Shareholder | 5-10% | 2025 |
| Cynthia C Norris | Shareholder | 5-10% | 1994 |
| Dae-Woung Kang Control | Co-Chief Executive Officer, President, Director | Under 5% | 2023 |
| Gregory Dale Cozad Control | Chairman Of The Board, Director | 5-10% | 1993 |
| John Mark Shapland Discretionary Trust | Shareholder | 5-10% | 2025 |
| Johnston Allen Norris | Shareholder | 5-10% | 1992 |
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Join to unlock · $37/moFrequently asked questions
How much does Cozad Asset Management Inc manage?
Cozad Asset Management Inc reports $2.6 billion in regulatory assets under management on its Form ADV.
How many employees does Cozad Asset Management Inc have?
Cozad Asset Management Inc reports 29 employees.
Where is Cozad Asset Management Inc located?
Cozad Asset Management Inc is based in Champaign, IL and has been SEC-registered since 1982.
Does Cozad Asset Management Inc disclose fund performance?
Cozad Asset Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2501 Galen Drive, Champaign, IL 61821-7005 |
| Phone | 217-356-8363 |
| Fax | 217-355-1359 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 709428 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$2.62B▲ 17%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 19%
Larger than 81% of 16,306 advisers
EmployeesTop 18%
More than 82% of 16,824 advisers
Assets under management
$2.62Bregulatory AUM
Discretionary $2.55BNon-discretionary $73.5M