CRD: 287801
Zenith Advisory Group, LLC
$65.3M Total AUM
$65.3M Disc. AUM
-- 3Y CAGR
2 Employees
139 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · JP Morgan
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-07-2017
- Office Locations
- 1
Office Locations
10554 Success Lane Suite G Centerville OH
About Zenith Advisory Group, LLC
Zenith Advisory Group (Zenith Wealth Advisory) is an Ohio-based registered investment adviser serving clients in OH, IA, MO, and FL. The firm provides comprehensive financial planning, wealth management, insurance planning, and private equity solutions for retirement-focused investors. Portfolios primarily use public funds and ETFs, with a U.S.-resident client focus.
Team overview
50 AVG AGE
$32.7M AVG AUM / ADVISOR
$469.9K AVG AUM / CLIENT
7.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
9yrs Firm Age
Insights
Available
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JAY ALLAN GRANDFIELD
CEO, Private Equity, Senior Investment Partner, Wealth Strategist
- CRD
- #4028621
- Ownership
- 75% or more
Available
Available
Available
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MATTHEW R LYON
Advisor
- CRD
- #5242333
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $65,319,326 | -- |
| Non-Discretionary | $0 | -- |
| Total | $65,319,326 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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