Citadel Investment Advisory, Inc.
Citadel Investment Advisory, Inc. is an independent registered investment adviser based in Chesterland, Ohio, USA. Founded in 2011, this boutique advisory firm provides investment management and financial advisory services predominantly to individual investors, especially high-net-worth individuals. As of March 2025, the firm reports $234.9 million in assets under management and is a small operation with only one employee, whose focus is managing and serving client portfolios.
Investment Strategy
Citadel Investment Advisory, Inc. primarily offers discretionary investment management for individuals, especially high-net-worth clients, allocating assets across a diversified portfolio of equities primarily in large-cap U.S. companies. Portfolio disclosures indicate a long-only, value-oriented approach with allocations to blue-chip holdings such as Berkshire Hathaway, Alphabet, Microsoft, and Markel Group. The firm does not operate pooled investment vehicles or manage institutional assets, focusing on tailored strategies to meet personal financial goals rather than speculative or hedge fund-style management.
Top Holdings
Equity Positions (70)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BRK-B | Beckshire Hathaway | 24.45% | $53.3M | 106,017 | $236.97 | $502.74 | +$2.8M |
M MKL | Markel Corp | 13.60% | $29.7M | 15,519 | $1277.63 | $1911.36 | -$1.2M |
G GOOGL | Alphabet Inc. Class A | 5.44% | $11.9M | 48,749 | $95.84 | $243.10 | +$3.1M |
M MSFT | Microsoft Corp | 3.54% | $7.7M | 14,927 | $236.59 | $517.95 | +$301.0K |
I III.TO | Imperial Metals Corp | 3.38% | $7.4M | 1,748,340 | $2.24 | $5.90 | +$1.1M |