Overview
Assets Under Management: $123 million
Headquarters: LOS ANGELES, CA
High-Net-Worth Clients: 52
Average Client Assets: $2 million
Frequently Asked Questions
ZUCKERMAN CAPITAL MANAGEMENT, 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 #148549), ZUCKERMAN CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
ZUCKERMAN CAPITAL MANAGEMENT, LLC is headquartered in LOS ANGELES, CA.
ZUCKERMAN CAPITAL MANAGEMENT, LLC serves 52 high-net-worth clients according to their SEC filing dated February 12, 2026. View client details ↓
According to their SEC Form ADV, ZUCKERMAN CAPITAL MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
ZUCKERMAN CAPITAL MANAGEMENT, LLC manages $123 million in client assets according to their SEC filing dated February 12, 2026.
According to their SEC Form ADV, ZUCKERMAN CAPITAL MANAGEMENT, LLC 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, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.97
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 386
Discretionary Accounts: 377
Non-Discretionary Accounts: 9
Regulatory Filings
CRD Number: 148549
Filing ID: 2049852
Last Filing Date: 2026-02-12 10:46:07