Citadel Investment Advisory Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Fee options
Main office
Chesterland OH
Advisors at this office
1
Most active in
Florida · Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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