This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$278MItem 5.F on the latest filing (2026-03-12); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$278M

Private client RAUM

$278MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

1

RAUM per advisor

$278Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

1

Advisory employees

1

Offices

0Schedule D 1.F, beyond the principal office

Accounts

118

Individual clients

61

High net worth clients

57

SEC number

801-112507

CIK

1811907

CRD

110540

Filings on the tape

16

First filed

Jan 6, 2012

Latest filed

Mar 12, 2026

Organised

Corporation, OH

• Occurred

  Jan 25, 2018
  First Form ADV filing

  Citadel Investment Advisory Inc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:753d7167-388e-2e9a-4df3-404e883db5ab

First observed

Jan 6, 2012

Last observed

Mar 12, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.