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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-07-1982
- Office Locations
- 1
Office Locations
About Cozad Asset Management INC
Cozad Asset Management is a long-standing RIA in East Central Illinois (founded 1972) delivering team-based financial planning and portfolio management. The firm pairs investment advisors with CPAs and CFP professionals to serve diverse client needs and build multigenerational relationships, with many advisors averaging 20+ years at the firm. Investment implementation commonly uses ETFs and mutual funds; custody includes Pershing.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
GREGORY DALE COZAD
Chairman Of The Board, DIRECTOR, Investment Advisor
- CRD
- #1046058
- Ownership
- 5% but less than 10%
RONALD LANE KIDDOO
DIRECTOR
- CRD
- #1028779
- Ownership
- 5% but less than 10%
Showing 2 of 13 owners & executives
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William James Buerkett
--
- CRD
- #6167957
DONALD RALPH CASPER
Investment Advisor
- CRD
- #1047348
Showing 2 of 24 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,549,130,974 | $671,177 |
| Non-Discretionary | $73,453,629 | $2,825,140 |
| Total | $2,622,584,603 | $685,822 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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