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 registered investment adviser formed as an LLC in 2021. The firm focuses on fee-based portfolio management and financial planning for individual and family clients, with services extending to small businesses and other business or institutional accounts. It charges advisory fees as a percentage of assets under management. Zeit is not positioned as a capital allocator and does not report active ESG investing, multi-state advisory status, or pension consultant activity. Advisory activities listed include financial planning and discretionary portfolio management across individual, small business, and business/institution client types. The firm’s stated asset preference is equities, with exchange-traded securities forming the largest portion of invested assets.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
$145M in ETFs
96%
$140M
0%
$5.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MEGA CAP VALUE INDEX FUND (MGV) | Vanguard | Passive | Large Value | $27.4M | 188,930 | 18.83% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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