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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-25-2009
- Office Locations
- 1
Office Locations
About ZHP Capital LLC
ZHP Capital is a registered investment advisor serving families and small businesses since 2007, providing wealth management alongside small-business finance support and tax preparation/accounting. The firm positions its investment process around long-term principles for navigating market volatility and building retirement, education, and legacy plans, using a mix of ETFs and public funds. Custody includes Charles Schwab and Vanguard.
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Owner & Executives
DAVID BRIAN JOHNSON
Chief Operating Officer, PRINCIPAL
- CRD
- #2238401
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,647,184 | -- |
| Non-Discretionary | $6,385,508 | -- |
| Total | $37,032,692 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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