C
CRD: 110540
Citadel Investment Advisory INC
Chesterland, OH
4409428877
$278.3M Total AUM
$278.3M Disc. AUM
15.3% 3Y CAGR
1 Employees
118 ADV. Clients
14 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-03-2012
- Office Locations
- 1
Office Locations
-- Chesterland OH
About Citadel Investment Advisory INC
Citadel Investment Advisory INC is a Chesterland-based RIA. The firm has been operating for 14 years. Managing $278.3M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$278.3M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
14.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
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Investment Vehicles
Signal
Owner & Executives
K
KURT THOMAS LIEDTKE
Chief Compliance Officer, President
- CRD
- #1812271
- Ownership
- 75% or more
(987) 397-4796
capital.frontier@momentumcapital.com
in linkedin.com/in/wave-zenith
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $278,251,133 | $2,358,060 |
| Non-Discretionary | $0 | -- |
| Total | $278,251,133 | $2,358,060 |
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Separately Managed Accounts
Total SMA Asset: $278,251,133
Equity - Exchange:
35.3% U.S. Government/Agency:
31.8% Cash:
32.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,168,088,400 | 35.3% |
| U.S. Government/Agency | $1,052,272,269 | 31.8% |
| Cash | $1,088,671,625 | 32.9% |
| Total | $3,309,032,294 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOUNDATION FOUNDATION | ATLAS HARBOR | W9JZ7453G | CGA | 2.58% | $80,516,390 |
| OPTIMA VERTEX | VECTOR EAGLE | QU1008UQG | FIYE | 12.56% | $20,191,626 |
| RADIAL VECTOR | RADIAL PATHWAY | 12VX1NON0 | BQJGV | 1.07% | $102,996,591 |
| CREST GLACIER MERIDIAN | PATHWAY EAGLE | W2Z8JMPYR | WGMSH | 5.66% | $73,317,513 |
| FRONTIER PEAK OPTIMA | INSIGHT OPTIMA | U7MCWWVP2 | IGH | 6.71% | $12,440,046 |
| HORIZON CATALYST GLACIER | VALUE WAVE | CCZEZRQI2 | SKGC | 5.07% | $69,926,320 |
| CATALYST PEAK | CAPITAL ZENITH | LN4507135 | YOVAL | 10.00% | $77,640,357 |
| PRIME VECTOR | VERTEX RADIAL | I0Y2FPOHU | HTG | 9.77% | $32,856,365 |