CRD: 148549
Zuckerman Capital Management, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-04-2008
- Office Locations
- 1
Office Locations
About Zuckerman Capital Management, LLC
Zuckerman Capital Management (founded 2008) is a Los Angeles-based RIA delivering bespoke financial planning with a fiduciary focus, emphasizing tax mitigation and advanced estate planning. The firm blends modern portfolio theory with time-tested investments and allocates across public and private funds, including alternatives. Founder David Zuckerman, CFP®, is a CFP Board Ambassador; his investing commentary has appeared in outlets including Morningstar, and he speaks Mandarin.
Team overview
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Investment Themes
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Owner & Executives
DAVID HYAM ZUCKERMAN
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #4616692
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Jade Chien
--
- CRD
- #6914595
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $106,449,421 | $282,359 |
| Non-Discretionary | $17,043,458 | $1,893,718 |
| Total | $123,492,879 | $319,930 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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