Overview
Assets Under Management: $170 million
High-Net-Worth Clients: 32
Average Client Assets: $3.2 million
Frequently Asked Questions
ZEIT CAPITAL ADVISORS 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 #150149), ZEIT CAPITAL ADVISORS is subject to fiduciary duty under federal law.
ZEIT CAPITAL ADVISORS serves 32 high-net-worth clients according to their SEC filing dated March 17, 2026. View client details ↓
According to their SEC Form ADV, ZEIT CAPITAL ADVISORS offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
ZEIT CAPITAL ADVISORS manages $170 million in client assets according to their SEC filing dated March 17, 2026.
According to their SEC Form ADV, ZEIT CAPITAL ADVISORS serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.11%
Average Client Assets: $3.2 million
Total Client Accounts: 205
Discretionary Accounts: 183
Non-Discretionary Accounts: 22
Regulatory Filings
CRD Number: 150149
Filing ID: 2072932
Last Filing Date: 2026-03-17 16:11:11