Overview
Assets Under Management: $5.6 billion
Headquarters: BERWYN, PA
High-Net-Worth Clients: 97
Average Client Assets: $45.5 million
Frequently Asked Questions
ZEKE CAPITAL ADVISORS, LLC 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 #146607), ZEKE CAPITAL ADVISORS, LLC is subject to fiduciary duty under federal law.
ZEKE CAPITAL ADVISORS, LLC is headquartered in BERWYN, PA.
ZEKE CAPITAL ADVISORS, LLC serves 97 high-net-worth clients according to their SEC filing dated March 15, 2023. View client details ↓
According to their SEC Form ADV, ZEKE CAPITAL ADVISORS, LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
ZEKE CAPITAL ADVISORS, LLC manages $5.6 billion in client assets according to their SEC filing dated March 15, 2023.
According to their SEC Form ADV, ZEKE CAPITAL ADVISORS, LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 97
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.37%
Average Client Assets: $45.5 million
Total Client Accounts: 117
Discretionary Accounts: 111
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 146607
Filing ID: 1729781
Last Filing Date: 2023-03-15 21:36:00