RP ZEIGLER INVESTMENT SERVICES

Overview

RP Zeigler Investment Services is an independent registered investment adviser structured as a corporation with an individual owner. The firm focuses on serving individuals and families with a mix of financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars or workshops. Its fee model includes percentage-of-AUM charges alongside hourly and fixed-fee engagements, allowing flexibility for both ongoing advisory relationships and one-off planning projects. Investment behavior indicates an equity-first orientation: the adviser prefers exchange-traded equities as its primary vehicle, supported by mutual funds and targeted alternative exposures. The firm does not identify as an active ESG investor and operates without multi-state adviser designation. RP Zeigler Investment Services does not act as a capital allocator or pension consultant; instead it deploys model and separately managed approaches tailored to individual and family account objectives.

Assets & Accounts

Public Holdings

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Location & Offices