ZC
Zenithal Capital Llc
State-registered
Investment Adviser
CRD 327501
· SEC file 801-129094
· Bellevue, WA
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ADV data as of Apr 26, 2024
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
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People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Larsen, James, Cawood | Chief Compliance Officer | Apr 2023 (3y) | Less than 5% | |
| Ryan, Zachary, Don | Partner | May 2023 (3y) | 50% – 75% | |
| Thomas, Austin, Wells | Partner | May 2023 (3y) | 50% – 75% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/26/2024 | 537 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
Not reported.
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 26, 2024.
View current Form ADV (SEC/IAPD) ↗