9AT: ZIONS CAPITAL ADVISORS, INC.

Adviser Profile

As of Date	03/24/2026
Registration	SEC, Approved, 07/28/2004
ADV Location	SALT LAKE CITY, UT, United States
Contact Info	800 xxxxxxx
Websites

AUM^*	830,754,722 -53%
of that, discretionary	830,754,722 -53%
Number of Employees	14 -13%
of those in investment advisory functions	4
Private Fund GAV^*	0
Avg Account Size	14,323,357 -30%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- State or municipal government entities

Advisory Activities

- Portfolio management for businesses

Compensation Arrangments

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

Accounting Firm Name	Filing Date	Form ADV-E
Accounting Firm Name EIDE BAILLY, LLP	Filing Date02/11/2026	Form ADV-E View Report
Accounting Firm Name EIDE BAILLY, LLP	Filing Date03/11/2025	Form ADV-E View Report
Accounting Firm Name EIDE BAILLY, LLP	Filing Date02/26/2024	Form ADV-E View Report

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser BERKELEY PARTNERS MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM3.1b	#Funds5
Adviser AEGON REAL ASSETS US	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund28.2m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV28.2m	AUM394.5m	#Funds1
Adviser MARBLE CAPITAL LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund23.2m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV23.2m	AUM3.3b	#Funds2
Adviser WHITMAN/PETERSON, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund2.4b	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV2.4b	AUM2.4b	#Funds6
Adviser EVERSOURCE WEALTH ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund9.4m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV9.4m	AUM5.1b	#Funds1
Adviser BLACKROCK REALTY ADVISORS INC	Hedge Fund30.5m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund33.8m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV64.3m	AUM1.1b	#Funds5
Adviser RESMARK EQUITY PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund2.0b	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV2.0b	AUM2.0b	#Funds19
Adviser TIMBERLAND INVESTMENT RESOURCES, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund686.0m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV686.0m	AUM2.0b	#Funds8
Adviser EQUUS CAPITAL PARTNERS, LTD.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund1.7b	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.7b	AUM1.7b	#Funds9
Adviser ROSE SMART GROWTH INVESTMENT ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund3.6m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV3.6m	AUM2.0b	#Funds3

Brochure Summary

Overview

Zions Capital Advisors, Inc. is a SEC-registered investment adviser with its principal place of business located in Utah. Zions Capital Advisors, Inc. began conducting business in 2004. Listed below are the firm's principal shareholders (i.e., those individuals and/or entities controlling 25% or more of this company).
• Zions Bancorporation, N.A., Parent Company Zions Capital Advisors, Inc. offers the following advisory services to our clients: INSTITUTIONAL LIQUIDITY MANAGEMENT Zions Capital Advisors offers individually customized money market and short-term fixed income asset management services for state, municipal or governmental entities including obligated persons with municipal bond proceeds in several states. Short term investments made in Institutional Liquidity Management (ILM) accounts may include:
• Short term corporate debt securities (other than commercial paper)
• Commercial paper
• Certificates of deposit
• Municipal securities
• Money market mutual fund shares
• United States government agency securities. We provide these services on a discretionary and non-discretionary

basis with investment advisory services based on the needs of the client and stated objectives/guidelines of the account. We manage accounts in accordance with local statutes and regulations governing the investment of public funds. These accounts are marketed under the DBA name Corporate Investments & Liquidity Management. RELATIONSHIP MANAGEMENT SERVICES Advisory clients may also engage Zions Capital Advisors to serve as the client’s account liaison with applicable custodians and provide typical administrative services with respect to certain of the client’s assets. Relationship Management Services may be sought, for example, by clients with legacy securities holdings and other assets intended to be retained for a significant period of time. Typical services may include communicating with custodians and facilitating client requested account contributions/distributions, titling, trades, exchanges, orders, special requests, and account journaling. AMOUNT OF MANAGED ASSETS As of 02/15/2024, we were actively managing a total of $1,816,084,542 in assets. Of that, all $1,816,084,542 of clients' assets were managed on a discretionary basis.

Adviser Profile

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