A complete list of active advisors currently associated with Citadel Investment Advisory Inc

Warmer can help you find a great advisor at Citadel Investment Advisory Inc or one who fits your needs even better.

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.

To learn more about the advisors currently working at Citadel Investment Advisory Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.