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Citadel Investment Advisory Inc
CITADEL INVESTMENT ADVISORY INC is an SEC-registered investment adviser in CHESTERLAND, OH, registered since 2018. The firm manages approximately $278 million...
Citadel Investment Advisory Inc
CITADEL INVESTMENT ADVISORY INC is an SEC-registered investment adviser in CHESTERLAND, OH, registered since 2018. The firm manages approximately $278 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
Is Citadel Investment Advisory Inc related to Citadel LLC (Ken Griffin's hedge fund)?
No. Citadel Investment Advisory Inc is a separate entity from Citadel LLC, the large hedge fund founded by Ken Griffin. The two firms share a name but have no confirmed operational or ownership links. Citadel Investment Advisory Inc is an SEC-registered RIA, which appears on public records as a distinct firm.
What types of clients does Citadel Investment Advisory serve?
As an RIA, Citadel Investment Advisory likely serves individual investors, families, or small institutions that require fiduciary portfolio management. Without public disclosures, the specific client profile remains unclear. RIAs typically offer customized investment strategies and financial planning.
What investment services does Citadel Investment Advisory provide?
The firm provides portfolio management and financial advisory services as a fiduciary. This may include asset allocation, security selection, and ongoing account supervision. The full range of services is not publicly documented beyond its RIA registration.
Where is Citadel Investment Advisory located?
The firm's headquarters location is not publicly available. As an SEC-registered RIA, its address may be filed with regulatory authorities, but no city or state has been disclosed in accessible public records.
Who are the principals or advisors at Citadel Investment Advisory?
No named principals or advisors are publicly associated with the firm. The team composition is not disclosed in available sources.
How is Citadel Investment Advisory regulated?
Citadel Investment Advisory Inc is registered as an RIA with the Securities and Exchange Commission (SEC). This registration is a matter of public record and imposes fiduciary duties on the firm.
What is the AUM of Citadel Investment Advisory?
The firm's AUM is not publicly disclosed. No credible source reports a firm-wide AUM figure for this entity.
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