Cozad Asset Management INC

About Cozad Asset Management INC

<p>Founded in 1972 in Champaign in east-central Illinois, Cozad Asset Management INC works with individuals and multi-generational families across more than 40 states on investment and retirement planning decisions.</p> <p>The firm is a Registered Investment Advisor with 26 employees and reported $2.0B in assets under management (2026). Clients work with a team that includes investment advisors, CPAs, and CERTIFIED FINANCIAL PLANNER™ practitioners, which supports coordination across investing, planning, and tax topics.</p> <p>For employer-sponsored retirement plans, Cozad can act as a 3(21) fiduciary advisor, helping plan sponsors evaluate the lineup, monitor performance, and document decisions while the sponsor keeps final authority. This role is a practical fit for committees that want hands-on guidance without delegating full discretion.</p> <p>What sets Cozad apart is its in-house mix of advisory and tax credentials, which helps keep planning and investment work in one place for clients who prefer a single primary team.</p> <ul> <li>3(21) fiduciary support for plan sponsors (<a href="/plan-advisors">plan advisors</a>)</li> <li>Investment management</li> <li>Financial planning</li> <li>Tax services</li> <li>Asset protection planning</li> </ul>

Website: https://cozadasset.com/

Founded: 1972

Employees: 26