# Cozad Asset Management

Cozad Asset Management is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Founded:** 1972
- **Assets under management:** Undisclosed
- **Website:** https://cozadasset.com
- **LinkedIn:** https://www.linkedin.com/company/3908811

## Regulatory record

- **CRD number:** 104764
- **SEC file number:** 801-18060
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-27T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/104764

## About

Cozad Asset Management is a Registered Investment Advisor offering investment management, financial planning, tax services, and asset protection. With over 50 years in financial services, it is one of the longest-standing and largest Registered Investment Advisors in East Central Illinois. The firm uses a team-based approach of investment advisors, CPAs, and CFP®s and serves clients in over 40 states.

## People

- Gregory D. Cozad — Chairman of the Board, Investment Advisor, CFP®
- Brett Anderson — Co-Chief Executive Officer, Chief Investment Officer, Portfolio Manager, Investment Advisor, CPA, CFP®
- Dae W. Kang — Co-Chief Executive Officer, President, Investment Advisor, EA
- Braden Anderson — Chief Operating Officer & Chief Financial Officer
- Anne Storsved — Executive Vice President, Director of Tax, Portfolio Manager, Investment Advisor, CPA, CFP®, CFA®
- Katie Buerkett — Executive Vice President, Portfolio Manager, Investment Advisor, CPA, CFP®
- S. Craig Kiddoo — Chief Compliance Officer, IT Director, & Investment Advisor, CPA
- Ron Kiddoo — Portfolio Manager, Investment Advisor, CPA
- Stuart Meacham — Investment Advisor, CPA, ChFC
- Mary McGrath — Portfolio Manager, Investment Advisor, CPA/PFS, CFP®
- J. Bryant Evans — Portfolio Manager & Investment Advisor, MBA
- Peg Schluter — Operations Manager & Investment Advisor, CFP®
- Adrienne Olson — Investment Advisor, CFP®
- Brent Schluter — Investment Advisor, CPA, CFP®
- Regan Frazier — Investment Advisor, CPA, CFP®
- Jack Stewart Earley — Investment Advisor, CFP®
- Raymond Heinrich — Director of Insurance Services, CLU®
- Steve Gardner — Investment Advisor, CFP®
- Bob Warth — Manager, Business Advisory Services, CPA
- Aaron Schluter — Wealth Management Associate, CPA
- Doug Canfield — Tax Preparer, CPA
- Trent Meacham — Business Development Associate; Investment Advisory Representative
- Don Casper — Investment Advisor
- V. Dale Cozad — founder

## Questions

### What type of clients does Cozad Asset Management serve?

Cozad Asset Management serves individual investors, high-net-worth families, and institutional clients such as retirement plans. Its client base is concentrated in central Illinois, where it provides portfolio management and financial planning services as a registered investment advisor.

### How does the firm make asset allocation decisions?

An internal investment committee directs asset allocation at Cozad, combining internal research with external manager due diligence. The firm constructs portfolios across equity, fixed-income, and mutual fund sleeves, tailored to individual client risk profiles and objectives.

### Where is Cozad Asset Management based, and does it have additional offices?

The firm is headquartered in Champaign, Illinois. While it serves clients throughout central Illinois, it does not list additional office locations in its regulatory disclosures.

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Last updated: 2026-08-11T15:06:27.647Z

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