Zions Capital Advisors, Inc
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Overview
Zions Capital Advisors, Inc is an advisory firm based in Salt Lake City, Utah. The firm has $2.0 billion in assets over 93 accounts, placing it among the largest financial advisory firms in the country by assets under management (AUM). It has a small group, including 4 financial advisors. Zions Capital Advisors, Inc is not a registered broker-dealer, meaning it cannot buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer company to do so. Securities are defined as tradable financial assets like stocks, options and bonds.
Zions Capital Advisors, Inc administers the majority of its accounts in a discretionary manner. Discretionary management is a structure in which transaction decisions are made by a portfolio manager without needing to seek client permission. It also administers one non-discretionary accounts totaling $2 in assets under management. The firm's average account size is $21.1 million. An average financial advisor at Zions Capital Advisors, Inc oversees around 23 client accounts, placing it among the more individualized firms in the country.
Zions Capital Advisors, Inc's main office is located at Zions Capital Advisors, Salt Lake City, Utah 84133. Zions Capital Advisors, Inc is allowed to provide services to investors throughout 10 states, including Arizona, California, Colorado, Idaho, Nevada, Oregon, Texas, Utah, Washington and Wyoming.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Zions Capital Advisors, Inc by the Numbers
$2.0 billion
17
93
$21.1 million
Fee Structure
Fees charged by financial advisors usually are based on which services are provided. Fees charged by the firm likely consist of some combination of the following fee structures: asset-based or fixed. The firm does not provide a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 32% of firms
Fixed
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It works with state or municipal government entities. Out of its 93 customers, Zions Capital Advisors, Inc's biggest client group is state or municipal government entities. None of the firm's customers are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Zions Capital Advisors, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Zions Capital Advisors, Inc
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
West Jordan, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
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