ZENITH ADVISORY GROUP, LLC

Company Profile

As of Date 03/31/2026
Websites
AUM* 180,756,746 7%
of that, discretionary 180,756,746 236%
Number of Employees 6 100%
of those in investment advisory functions 4 100%
Private Fund GAV* 4,101,351 75%
Avg Account Size 213,913 -46%
High Net Worth 10.77% 22%
SMA’s No
Private Funds 3 1

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Recent News

Reported AUM

115M 99M 82M 66M 49M 33M 16M
2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

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Related Companies

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