ZENITH ADVISORY GROUP, LLC

Overview

Zenith Advisory Group, LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm operates as a capital allocator and offers financial planning, portfolio management for individuals and small businesses, and management for pooled investment vehicles. Compensation is primarily a percentage of assets under management with the option for hourly engagement fees. Zenith also functions as an insurance broker and maintains the capability to select and oversee third‑party advisers, indicating a willingness to build multi‑manager solutions rather than relying exclusively on in‑house strategies. The firm is not an active ESG investor and is not registered as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices