Z
$1.2M Total AUM
$1.2M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
6 yrs Firm Age
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- Custodian
- SSG
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-01-2020
- Office Locations
- 1
Office Locations
-- Baton Rouge LA
About Zion Capital LLC
Zion Capital LLC is a Baton Rouge, LA registered investment adviser serving retail and institutional clients, including entrepreneurs. The firm provides financial planning and portfolio management with an asset-allocation and risk-management approach, incorporating ETFs and mutual funds alongside fixed income and real estate exposures. Custody reported with SSG.
Team overview
27 AVG AGE
$1.2M AVG AUM / ADVISOR
$167.9K AVG AUM / CLIENT
6.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
N
Nicholas Matthew Zimmerman
Chief Compliance Officer, Director
- CRD
- #7059554
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,175,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,175,000 | -- |
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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 |
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