COZAD ASSET MANAGEMENT INC
CRD #104764 SEC #801-18060 CHAMPAIGN, IL 217-356-8363
SEC Registered
Total AUM
$2.2B
Discretionary
$2.2B
Employees
29
Clients
1
Accounts
3,424
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $2.2B | $2.2B | $68.9M | 29 | 5 |
| Nov 2025 | $2.2B | $2.2B | $68.9M | 29 | 5 |
| May 2025 | $2.2B | $2.2B | $68.9M | 29 | 5 |
| May 2025 | $2.2B | $2.2B | $68.9M | 29 | 5 |
| Mar 2025 | $2.2B | $2.2B | $68.9M | 29 | 5 |
| Mar 2025 | $2.2B | $2.2B | $68.9M | 29 | 5 |
| Oct 2024 | $1.9B | $1.9B | $62M | 25 | 5 |
| Mar 2024 | $1.9B | $1.9B | $62M | 25 | 5 |
| Jan 2024 | $1.6B | $1.6B | $45.7M | 25 | 4 |
| Nov 2023 | $1.6B | $1.6B | $45.7M | 25 | 4 |
| Oct 2023 | $1.6B | $1.6B | $45.7M | 25 | 4 |
| Oct 2023 | $1.6B | $1.6B | $45.7M | 25 | 4 |
| Sep 2023 | $1.6B | $1.6B | $45.7M | 25 | 4 |
| Sep 2023 | $1.6B | $1.6B | $45.7M | 25 | 4 |
| Jun 2023 | $1.6B | $1.6B | $45.7M | 25 | 4 |
| Jun 2023 | $1.6B | $1.6B | $45.7M | 25 | 4 |
| May 2023 | $1.6B | $1.6B | $45.7M | 25 | 4 |
| Apr 2023 | $1.6B | $1.6B | $45.7M | 25 | 4 |
| Mar 2023 | $1.6B | $1.6B | $45.7M | 25 | 4 |
| Jan 2023 | $1.9B | $1.8B | $96.8M | 22 | 6 |
| Dec 2022 | $1.9B | $1.8B | $96.8M | 22 | 6 |
| Sep 2022 | $1.9B | $1.8B | $96.8M | 21 | 6 |
| Jul 2022 | $1.9B | $1.8B | $96.8M | 21 | 6 |
| May 2022 | $1.9B | $1.8B | $96.8M | 20 | 6 |
| Mar 2022 | $1.9B | $1.8B | $96.8M | 20 | 6 |
| Jan 2022 | $1.6B | $1.5B | $131.3M | 21 | 8 |
| Dec 2021 | $1.6B | $1.5B | $131.3M | 21 | 8 |
| Oct 2021 | $1.6B | $1.5B | $131.3M | 20 | 8 |
| Aug 2021 | $1.6B | $1.5B | $131.3M | 21 | 8 |
| Jul 2021 | $1.6B | $1.5B | $131.3M | 21 | 8 |
| Mar 2021 | $1.6B | $1.5B | $131.3M | 21 | 8 |
| Mar 2021 | $1.6B | $1.5B | $131.3M | 21 | 8 |
| Jun 2020 | $1.5B | $1.4B | $109.8M | 20 | 9 |
| Apr 2020 | $1.5B | $1.4B | $109.8M | 20 | 9 |
| Feb 2020 | $1.5B | $1.4B | $109.8M | 20 | 9 |
| May 2019 | $1.2B | $1.1B | $83.9M | 21 | 7 |
| Jan 2019 | $1.2B | $1.1B | $83.9M | 21 | 7 |
| Dec 2018 | $1.2B | $1.1B | $121.3M | 20 | 5 |
| Feb 2018 | $1.2B | $1.1B | $121.3M | 20 | 5 |
| Oct 2017 | $1.1B | $942.7M | $185.4M | 20 | 11 |
| Mar 2017 | $1.1B | $942.7M | $185.4M | 20 | 900 |
| Mar 2017 | $1.1B | $942.7M | $185.4M | 20 | 900 |
| May 2016 | $1.1B | $883.7M | $189.6M | 19 | 1,000 |
| Mar 2016 | $1.1B | $883.7M | $189.6M | 19 | 1,000 |
| Mar 2016 | $1.1B | $883.7M | $189.6M | 19 | 1,000 |
| Mar 2016 | $1.1B | $883.7M | $189.6M | 19 | 1,000 |
| Jan 2016 | $1B | $826.7M | $192.6M | 18 | 900 |
| Jan 2016 | $1B | $826.7M | $192.6M | 18 | 900 |
| Mar 2015 | $1B | $826.7M | $192.6M | 18 | 900 |
| Jan 2015 | $967.7M | $777.2M | $190.6M | 17 | 900 |
| Jun 2014 | $967.7M | $777.2M | $190.6M | 17 | 900 |
| Mar 2014 | $967.7M | $777.2M | $190.6M | 17 | 900 |
| Mar 2014 | $967.7M | $777.2M | $190.6M | 17 | 900 |
| Mar 2013 | $844.5M | $684.9M | $159.6M | 17 | 900 |
| Mar 2012 | $680.6M | $532.4M | $148.2M | 11 | 800 |
| Mar 2011 | $641.7M | $486.7M | $155M | -- | -- |
| Feb 2009 | $420M | $305.3M | $114.7M | -- | -- |
| Feb 2007 | $487.9M | $318M | $169.9M | -- | -- |
| Feb 2006 | $425.2M | $264M | $161.2M | -- | -- |
| Aug 2001 | $365.7M | $178.1M | $187.6M | -- | -- |
DateNov 2025
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$68.9M
Employees29
Clients5
DateNov 2025
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$68.9M
Employees29
Clients5
DateMay 2025
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$68.9M
Employees29
Clients5
DateMay 2025
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$68.9M
Employees29
Clients5
DateMar 2025
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$68.9M
Employees29
Clients5
DateMar 2025
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$68.9M
Employees29
Clients5
DateOct 2024
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$62M
Employees25
Clients5
DateMar 2024
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$62M
Employees25
Clients5
DateJan 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$45.7M
Employees25
Clients4
DateNov 2023
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$45.7M
Employees25
Clients4
DateOct 2023
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$45.7M
Employees25
Clients4
DateOct 2023
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$45.7M
Employees25
Clients4
DateSep 2023
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$45.7M
Employees25
Clients4
DateSep 2023
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$45.7M
Employees25
Clients4
DateJun 2023
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$45.7M
Employees25
Clients4
DateJun 2023
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$45.7M
Employees25
Clients4
DateMay 2023
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$45.7M
Employees25
Clients4
DateApr 2023
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$45.7M
Employees25
Clients4
DateMar 2023
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$45.7M
Employees25
Clients4
DateJan 2023
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$96.8M
Employees22
Clients6
DateDec 2022
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$96.8M
Employees22
Clients6
DateSep 2022
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$96.8M
Employees21
Clients6
DateJul 2022
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$96.8M
Employees21
Clients6
DateMay 2022
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$96.8M
Employees20
Clients6
DateMar 2022
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$96.8M
Employees20
Clients6
DateJan 2022
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$131.3M
Employees21
Clients8
DateDec 2021
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$131.3M
Employees21
Clients8
DateOct 2021
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$131.3M
Employees20
Clients8
DateAug 2021
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$131.3M
Employees21
Clients8
DateJul 2021
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$131.3M
Employees21
Clients8
DateMar 2021
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$131.3M
Employees21
Clients8
DateMar 2021
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$131.3M
Employees21
Clients8
DateJun 2020
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$109.8M
Employees20
Clients9
DateApr 2020
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$109.8M
Employees20
Clients9
DateFeb 2020
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$109.8M
Employees20
Clients9
DateMay 2019
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$83.9M
Employees21
Clients7
DateJan 2019
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$83.9M
Employees21
Clients7
DateDec 2018
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$121.3M
Employees20
Clients5
DateFeb 2018
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$121.3M
Employees20
Clients5
DateOct 2017
Total AUM$1.1B
Discretionary$942.7M
Non-Disc.$185.4M
Employees20
Clients11
DateMar 2017
Total AUM$1.1B
Discretionary$942.7M
Non-Disc.$185.4M
Employees20
Clients900
DateMar 2017
Total AUM$1.1B
Discretionary$942.7M
Non-Disc.$185.4M
Employees20
Clients900
DateMay 2016
Total AUM$1.1B
Discretionary$883.7M
Non-Disc.$189.6M
Employees19
Clients1,000
DateMar 2016
Total AUM$1.1B
Discretionary$883.7M
Non-Disc.$189.6M
Employees19
Clients1,000
DateMar 2016
Total AUM$1.1B
Discretionary$883.7M
Non-Disc.$189.6M
Employees19
Clients1,000
DateMar 2016
Total AUM$1.1B
Discretionary$883.7M
Non-Disc.$189.6M
Employees19
Clients1,000
DateJan 2016
Total AUM$1B
Discretionary$826.7M
Non-Disc.$192.6M
Employees18
Clients900
DateJan 2016
Total AUM$1B
Discretionary$826.7M
Non-Disc.$192.6M
Employees18
Clients900
DateMar 2015
Total AUM$1B
Discretionary$826.7M
Non-Disc.$192.6M
Employees18
Clients900
DateJan 2015
Total AUM$967.7M
Discretionary$777.2M
Non-Disc.$190.6M
Employees17
Clients900
DateJun 2014
Total AUM$967.7M
Discretionary$777.2M
Non-Disc.$190.6M
Employees17
Clients900
DateMar 2014
Total AUM$967.7M
Discretionary$777.2M
Non-Disc.$190.6M
Employees17
Clients900
DateMar 2014
Total AUM$967.7M
Discretionary$777.2M
Non-Disc.$190.6M
Employees17
Clients900
DateMar 2013
Total AUM$844.5M
Discretionary$684.9M
Non-Disc.$159.6M
Employees17
Clients900
DateMar 2012
Total AUM$680.6M
Discretionary$532.4M
Non-Disc.$148.2M
Employees11
Clients800
DateMar 2011
Total AUM$641.7M
Discretionary$486.7M
Non-Disc.$155M
Employees--
Clients--
DateFeb 2009
Total AUM$420M
Discretionary$305.3M
Non-Disc.$114.7M
Employees--
Clients--
DateFeb 2007
Total AUM$487.9M
Discretionary$318M
Non-Disc.$169.9M
Employees--
Clients--
DateFeb 2006
Total AUM$425.2M
Discretionary$264M
Non-Disc.$161.2M
Employees--
Clients--
DateAug 2001
Total AUM$365.7M
Discretionary$178.1M
Non-Disc.$187.6M
Employees--
Clients--