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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-25-2000
- Office Locations
- 1
Office Locations
About RZH Advisors LLC
RZH Advisors is a privately owned, independent wealth management firm providing hands-on financial planning and investment management for families and business owners navigating major life transitions (divorce, widowhood, retirement, business sale) and multigenerational wealth. The firm has a notable focus on serving women newly managing wealth. Its approach emphasizes capital preservation, with principals typically investing alongside clients in recommended investments.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
CARL JONATHAN ZUCKERBERG
Advisor, Chief Investment Strategist, PRINCIPAL
- CRD
- #2215130
- Ownership
- 75% or more
SPENCER MORRIS COOPER
PRINCIPAL
- CRD
- #5002273
- Ownership
- 10% but less than 25%
Showing 2 of 4 owners & executives
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IVY MONIQUE ALEXANDER
Client Services Associate
- CRD
- #6337827
Austin Lee Doebler
Portfolio Manager
- CRD
- #6701544
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,448,559,106 | $1,442,025 |
| Non-Discretionary | $0 | -- |
| Total | $2,448,559,106 | $1,442,025 |
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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 |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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