Z3 Capital Partners, Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 336791
· SEC file 801-133810
· Richmond, VA
· www.z3capital.com
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ADV data as of Mar 24, 2026
- Regulatory AUM
- $467M
- Discretionary
- $467M
- Clients
- 311
- Avg AUM / client
- $1.5M
- Accounts
- 1,009
- Employees
- 5
AUM over time
$0
$491M
Jun 2025
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 241 | $143M | 30.7% |
| High net worth individuals | 62 | $270M | 57.9% |
| Charitable organizations | 1 | $547K | 0.12% |
| Corporations and other businesses | 7 | $52.3M | 11.2% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Alicia Coullier Borghi | Registered representative | Aug 2025 (1y) | ||
| Gareth Mancini | Registered representative | Aug 2025 (1y) | ||
| Scot Lee Morris | Registered representative | Aug 2025 (1y) |
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) | 03/24/2026 | 920 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
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Raymond James $477M (102% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗