$170.1M Total AUM
$160.9M Disc. AUM
-- 3Y CAGR
1 Employees
73 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-13-2009
- Office Locations
- 1
Office Locations
-- Greenwood Village CO
About Zeit Capital Advisors
Zeit Capital Advisors is a Greenwood Village, CO RIA serving retail and institutional clients, with a focus on entrepreneurs. The firm provides portfolio management and financial planning, including tax, estate, insurance and business-succession planning. Portfolios emphasize ETF-based asset allocation (primarily ETFs) held at Charles Schwab & Co. or Morgan Stanley.
Team overview
-- AVG AGE
$170.1M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
16.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
PHILLIP JASON WEBER
Chief Compliance Officer, Managing Member
- CRD
- #3100278
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $160,910,000 | $879,290 |
| Non-Discretionary | $9,200,000 | $418,182 |
| Total | $170,110,000 | $829,805 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | 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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