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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-01-2013
- Office Locations
- 1
Office Locations
About VZD Capital Management LLC
VZD Capital Management is a Midwest-based, fee-based RIA providing transparent, customized investment management and holistic legacy planning for affluent individuals, multigenerational families, entrepreneurs, and underserved communities. Portfolios are reviewed quarterly with an asset-allocation approach often implemented with ETFs. The firm is 100% African-American, female-owned and led by founder/CEO Ethel J. Davis; custody relationships include Schwab and Fidelity/NFS.
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Owner & Executives
ETHEL JEAN DAVIS
Chief Investment Officer, Investment Advisor, PRINCIPAL
- CRD
- #1904761
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $51,915,078 | -- |
| Non-Discretionary | $0 | -- |
| Total | $51,915,078 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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