ZENITH ADVISORY GROUP, LLC
  • ZENITH ADVISORY GROUP, LLC

Adviser Profile

As of Date 02/18/2026
Registration SEC, Approved, 02/06/2026
Other registrations (8)
Former registrations

ZENITH ADVISORY GROUP, LLC

ADV Location THE VILLAGES, FL, United States
Contact Info 352 xxxxxxx
Websites
AUM* 115,437,420
of that, discretionary 115,437,420
Number of Employees 4
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 163,509
% High Net Worth 13.44%
SMA’s No
Private Funds 0

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
- Pension consulting services
- Educational seminars/workshops

Compensation Arrangments

- Fixed fees (other than subscription fees)

Reported AUM

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

Private Funds

No private funds

Employees