$8.7M Total AUM
$8.7M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
9 yrs Firm Age
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- Custodian
- Interactive Brokers ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-14-2016
- Office Locations
- 1
Office Locations
5070 Peachtree Blvd Suite E150 Chamblee GA
About Zuma Capital Management, LLC
Zuma Capital Management, LLC is a Chamblee-based RIA. The firm has been operating for 9 years. Managing $8.7M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers and Wells Fargo.
Team overview
-- AVG AGE
$8.7M AVG AUM / ADVISOR
$728.7K AVG AUM / CLIENT
9.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
Available
Available
Available
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Accredited Investors
Available
Asset Classes
Available
Investment Themes
Available
Services
Available
Owner & Executives
B
BRENT STEVEN MORRISON
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #3122472
- 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 | $8,744,767 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,744,767 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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