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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-01-2005
- Office Locations
- 2
Office Locations
About MZ Capital, LLC
MZ Capital is an independent, fee-only fiduciary wealth manager serving physicians and business owners as a personal CFO across investment management, tax mitigation, asset protection, wealth transfer, charitable giving, and business succession. Portfolios follow evidence-based research (Eugene Fama) with influences from Swensen and Buffett, implemented with institutional asset-class funds. Offers second-opinion reviews to uncover hidden investment costs and keeps a limited-capacity, long-term client roster.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JIAXUAN ZHUANG
Chief Compliance Officer, PRINCIPAL
- CRD
- #3231950
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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MICHAEL CURT SCHWARTZ
Financial Advisor
- CRD
- #2240459
Taro Taguchi
Financial Advisor
- CRD
- #6743337
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $150,122,656 | $2,114,404 |
| Non-Discretionary | $0 | -- |
| Total | $150,122,656 | $2,114,404 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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