Z
$466.8M Total AUM
$466.8M Disc. AUM
-- 3Y CAGR
5 Employees
311 ADV. Clients
1 yrs Firm Age
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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-01-2025
- Office Locations
- 1
Office Locations
1739 Kelly Road Richmond VA
About Z3 Capital Partners
Z3 Capital Partners is a Richmond-based RIA. The firm has been operating for 1 years. Managing $466.8M in total assets under management, with 3 advisory representatives. They custody assets with Raymond James.
Team overview
53 AVG AGE
$155.6M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
1 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
1yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
SCOT LEE MORRIS
Owner, PRINCIPAL
- CRD
- #1470835
- Ownership
- 75% or more
Available
Available
Available
ALICIA COULLIER BORGHI
PARTNER
- CRD
- #2472357
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 3 owners & executives
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Gareth Mancini
--
- CRD
- #7410439
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $466,781,953 | $462,618 |
| Non-Discretionary | $0 | -- |
| Total | $466,781,953 | $462,618 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 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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