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| Happy Holidays!! thanks for using AUM13F!! |
| Citadel Investment Advisory Inc
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| CRD # | 110540 |
| SEC # | 801-112507 |
| CIK # | 0001811907 |
| AUM | $234.9 M (2025-03-26) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 440-942-8877 |
| Address | |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001811907 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Markel Corp | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Philip Morris International Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| International Business Machines Corp | 0.0 | ||
| Oracle Corp | 0.0 | ||
| United Technologies Corp /DE/ | 0.0 | ||
| Moodys Corp /DE/ | 0.0 | ||
| Johnson & Johnson | 0.0 | ||
| Priceline Com Inc | 0.0 | ||
| AbbVie Inc | 0.0 | ||
| McDonalds Corp | 0.0 | ||
| Goldman Sachs Group Inc | 0.0 | ||
| Walt Disney Co | 0.0 | ||
| Coca Cola Co | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| General Dynamics Corp | 0.0 | ||
| PepsiCo Inc | 0.0 | ||
| Mettler Toledo International INC/ | 0.0 | ||
| Idexx Laboratories Inc /DE | 0.0 | ||
| American Express Co | 0.0 | ||
| Six Flags Entertainment Corporation/New | 0.0 | ||
| Wells Fargo & Co/MN | 0.0 | ||
| Anheuser-Busch Inbev Sa/Nv | 0.0 | ||
| Credit Acceptance Corp | 0.0 | ||
| Mohawk Industries Inc | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 60 | 29.0 |
| (b) Individuals (high net worth individuals) | 57 | 206.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 117 | 234.9 |
| By Discretionary | ||
| Discretionary | 117 | 234.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 117 | 234.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 234.9 | |
| Total | 117 | 234.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001811907] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
TPG Advisors LLC
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|
IL | 0.2 |
|
American Planning Services Inc
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|
FL | 0.2 |
|
Casilio Leitch Investments LLC
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|
CA | 0.2 |
|
Key Group Management Inc
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|
AZ | 0.2 |
|
Reliant Investment Partners LLC
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|
NC | 0.2 |
|
Legal Advantage Investments Inc
✚
|
0.2 | |
|
FFP Wealth Management LLC
✚
|
MN | 0.2 |
|
Holistic Wealth Advisors
✚
|
NY | 0.2 |
|
CornerStone Select Advisors LLC
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|
MO | 0.2 |
|
Diamant Asset Management Inc
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|
CT | 0.2 |