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$10.6M Total AUM
$10.6M Disc. AUM
-- 3Y CAGR
3 Employees
68 ADV. Clients
1 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-22-2024
- Office Locations
- 1
Office Locations
9201 Montgomery Blvd NE Building 1, STE 8 Albuquerque NM
About ZIA Capital Investments LLC
ZIA Capital Investments LLC is a Albuquerque-based RIA. The firm has been operating for 1 years. Managing $10.6M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Charles Schwab & Company.
Team overview
-- AVG AGE
$10.6M AVG AUM / ADVISOR
$156.4K AVG AUM / CLIENT
1.6 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
SHAWN ALLAN WATTS
Chief Compliance Officer
- CRD
- #7482630
- Ownership
- Less than 5%
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,637,146 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,637,146 | -- |
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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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