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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between March 19, 2025 and March 17, 2026, reported AUM increased 6.3%, from $141.2M to $150.1M.
Across 3 reported observations, AUM increased 13.4% between November 18, 2024 and March 17, 2026, from $132.4M to $150.1M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 71 clients, or 35.5 clients per representative. That equates to $2.1M in reported AUM per client.
The profile lists 2 reported office locations and 21 years in operation. The source data was last updated on March 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full MZ Capital, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JIAXUAN ZHUANG
Chief Compliance Officer, PRINCIPAL
- CRD
- #3231950
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
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
SMA allocation detail is available
MZ Capital, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.