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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-03-2024
- Office Locations
- 16
Office Locations
About Zero DAY Capital Enterprises LLC
Zero Day Capital is a fiduciary Registered Investment Adviser serving individuals and business owners with wealth management and personalized financial planning, including retirement, estate, and tax planning. The firm pairs investment guidance and risk management with in-house tax and QuickBooks support for business needs. Portfolios emphasize diversified allocation using vehicles such as ETFs and mutual funds, with custody through Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Travis Salley
Chief Compliance Officer, Chief Executive Officer, Founder, PRINCIPAL
- CRD
- #6523971
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
JAMES DYLAN BAXTER
Financial Advisor
- CRD
- #7735860
Alex Spencer Bethune
Senior Financial Advisor
- CRD
- #6608358
Showing 2 of 16 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,731,077 | $192,069 |
| Non-Discretionary | $0 | -- |
| Total | $30,731,077 | $192,069 |
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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 |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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