Zeit Capital Advisors
Firm details
- Headquarters
- ,
- CRD number
- 150149
- Registered since
- July 1, 2021
- Website
- www.zeitcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI60.11%
- Individuals19.34%
- Corporations / Businesses15.36%
- Charitable Organizations4.14%
- Pension & Profit Sharing Plans1.05%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Zeit Capital Advisors is an independent, fee‑based registered investment adviser that serves individual and family clients through financial planning and portfolio management. The firm, formed as an LLC and SEC‑registered in 2021, charges a percentage of assets under management and lists portfolio management for individuals/small businesses as well as for businesses or institutions among its advisory activities. Filings indicate the firm does not position itself as an ESG investor, is not a multi‑state adviser, and does not act as a pension consultant or capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- Cash & Cash Equivalents10%
Contacts
1 of 1Phillip Weber
Managing MemberCRD 3100278
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 24Active vs passive
$161M in ETFs
96%
$154M
0%
$6.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MEGA CAP VALUE INDEX FUND (MGV) | Vanguard | Passive | Large Value | $31M | 189,915 | 19.30% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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