Citadel Investment Advisory Inc
- Regulatory AUM
- $278M
- Discretionary
- $278M
- Clients
- 118
- Avg AUM / client
- $2.4M
- Accounts
- 118
- Employees
- 1
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 12, 2026
Investments (13F portfolio — 78 positions, $209,522)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Beckshire Hathaway | BRKB | $50,282 | 104,930 | 24.0% | 0.02% |
| 2 | Markel Corp | MKL | $29,174 | 15,242 | 13.9% | 0.01% |
| 3 | Alphabet Inc. Class A | GOOGL | $13,470 | 46,844 | 6.43% | 0.0% |
| 4 | Imperial Metals Corp | IPMLF | $9,643 | 1,734,313 | 4.6% | 0.0% |
| 5 | Alphabet Inc. Class C | GOOG | $7,955 | 27,730 | 3.8% | 0.0% |
| 6 | Philip Morris Intl | PM | $6,453 | 39,030 | 3.08% | 0.0% |
| 7 | Johnson & Johnson | JNJ | $5,635 | 23,053 | 2.69% | 0.0% |
| 8 | Microsoft Corp | MSFT | $5,393 | 14,568 | 2.57% | 0.0% |
| 9 | Raytheon Technologies Corp | RTX | $5,390 | 27,943 | 2.57% | 0.0% |
| 10 | Ibm Corp | IBM | $4,090 | 16,875 | 1.95% | 0.0% |
| 11 | Abbvie Inc | ABBV | $3,884 | 17,858 | 1.85% | 0.0% |
| 12 | Goldman Sachs Group Inc. | GS | $3,481 | 4,115 | 1.66% | 0.0% |
| 13 | Oracle Corp | ORCL | $3,290 | 22,366 | 1.57% | 0.0% |
| 14 | Moodys Corp | MCO | $3,240 | 7,427 | 1.55% | 0.0% |
| 15 | Mc Donald's | MCD | $3,193 | 10,273 | 1.52% | 0.0% |
| 16 | Coca Cola Co | KO | $2,928 | 38,503 | 1.4% | 0.0% |
| 17 | General Dynamics Corp | GD | $2,847 | 8,295 | 1.36% | 0.0% |
| 18 | Jp Morgan Chase & Co | JPM | $2,477 | 8,422 | 1.18% | 0.0% |
| 19 | Pepsi Co | PEP | $2,415 | 15,552 | 1.15% | 0.0% |
| 20 | Booking Holdings Inc | BKNG | $2,413 | 573 | 1.15% | 0.0% |
| 21 | Disney Company | DIS | $2,160 | 22,416 | 1.03% | 0.0% |
| 22 | Mettler Toledo Intl | MTD | $2,144 | 1,700 | 1.02% | 0.0% |
| 23 | Idexx Labs Inc | IDXX | $1,962 | 3,491 | 0.94% | 0.0% |
| 24 | Berkley W R Corp | WRB | $1,953 | 29,468 | 0.93% | 0.0% |
| 25 | Medtronic | MDT | $1,794 | 20,700 | 0.86% | 0.0% |
Top 25 of 78 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 61 | $34.3M | 12.3% |
| High net worth individuals | 57 | $244M | 87.7% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kurt Thomas Liedtke | President,Chief Compliance Officer | Dec 1996 (30y) | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/12/2026 | 905 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 12, 2026.
View current Form ADV (SEC/IAPD) ↗