CITADEL INVESTMENT ADVISORY INC

CITADEL INVESTMENT ADVISORY INC of WILLOUGHBY, OH is an SEC-registered investment adviser (CRD 110540). Regulatory assets under management: $278.3M.

Registration

CRD: 110540
SEC file number: 801-112507
Type: Registered investment adviser
Location: 37903 EUCLID AVE., SUITE 100, PO BOX 600, WILLOUGHBY, OH, 44096-0600
Phone: 440-942-8877
Latest filing: 2026-03-12
Regulatory AUM: $278.3M
Discretionary AUM: $278.3M
Clients: 1
Accounts: 118

Compensation: % of AUM.

Clients served: High net worth.

Name	Role	Location
Kurt Thomas Liedtke	PRESIDENT,CHIEF COMPLIANCE OFFICER	Chesterland, OH
LIEDTKE KURT THOMAS	PRESIDENT; PRESIDENT,CHIEF COMPLIANCE OFFICER	—