Overview
Assets Under Management: $115 million
Headquarters: THE VILLAGES, FL
High-Net-Worth Clients: 25
Average Client Assets: $2.9 million
Frequently Asked Questions
ZENITH ADVISORY GROUP, 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 #321689), ZENITH ADVISORY GROUP, LLC is subject to fiduciary duty under federal law.
ZENITH ADVISORY GROUP, LLC is headquartered in THE VILLAGES, FL.
ZENITH ADVISORY GROUP, LLC serves 25 high-net-worth clients according to their SEC filing dated February 18, 2026. View client details ↓
According to their SEC Form ADV, ZENITH ADVISORY GROUP, LLC offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
ZENITH ADVISORY GROUP, LLC manages $115 million in client assets according to their SEC filing dated February 18, 2026.
According to their SEC Form ADV, ZENITH ADVISORY GROUP, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 25
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.00%
Average Client Assets: $2.9 million
Total Client Accounts: 706
Discretionary Accounts: 706
Regulatory Filings
CRD Number: 321689
Filing ID: 2053460
Last Filing Date: 2026-02-18 06:20:37