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Sikich Cozad Asset Management LLC (Champaign)


Sikich Cozad Asset Management LLC is a large advisory firm based in Champaign. It manages $51.09 million of regulatory assets for 378 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Illinois and Minnesota.

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Sikich Cozad Asset Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Sikich Cozad Asset Management: assets under management

The assets under management (AUM) of Sikich Cozad Asset Management LLC is $51.09 million. The firm's AUM has grown by 3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $44.62 million in discretionary accounts and $6.48 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $123.93 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $359.79 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sikich Cozad Asset Management LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
George T Shapland Shareholder 1 Apr 1988 25% - 50% 1837717
James A. Sikich Elected manager 1 Jan 2000 Other 4371139

Based in Champaign

The principal office where Sikich Cozad Asset Management LLC performs its advisory services is located at 2501 Galen Dr, Champaign, IL 61821 The mailing address of the firm is P. O. Box 3669, Champaign, IL 61826 3669. An additional office of the firm is in Aurora, IL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 217-356-8363 or by fax 217-355-1359. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.sikich.com/scozad/.


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