Mz Capital, LLC

Overview

Total Firm Assets

$150 million

Average High-Net-Worth Client Portfolio Size

$2.8 million

Stated Minimum Account Size

$1,000,000

Fee Disclosure

Source: MZ CAPITAL FORM ADV PART 2 NARRATIVE (2026-03-17) · View brochure text

Stated Minimum Annual Fee: $6,000

Estimated Annual Advisory Fees

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets

85.79%

Number of High-Net-Worth Clients

46

Total Client Accounts

71

Discretionary Accounts

71

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting

Regulatory Filings

SEC CRD Number

134726

• MZ CAPITAL FORM ADV PART 2 NARRATIVE (2026-03-17) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions