Overview
Assets Under Management: $491 million
Headquarters: RICHMOND, VA
High-Net-Worth Clients: 124
Average Client Assets: $3 million
Frequently Asked Questions
Z3 CAPITAL PARTNERS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #336791), Z3 CAPITAL PARTNERS is subject to fiduciary duty under federal law.
Z3 CAPITAL PARTNERS is headquartered in RICHMOND, VA.
Z3 CAPITAL PARTNERS serves 124 high-net-worth clients according to their SEC filing dated November 12, 2025. View client details ↓
According to their SEC Form ADV, Z3 CAPITAL PARTNERS offers financial planning and portfolio management for individuals. View all service details ↓
Z3 CAPITAL PARTNERS manages $491 million in client assets according to their SEC filing dated November 12, 2025.
According to their SEC Form ADV, Z3 CAPITAL PARTNERS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 124
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.57
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 985
Discretionary Accounts: 985
Regulatory Filings
CRD Number: 336791
Filing ID: 2024832
Last Filing Date: 2025-11-12 14:56:13
Website: 0