Zephyr Advisers

Overview

Zephyr Advisers operates as an independent, individual-owned RIA focused on serving individual and family clients through fee-based advisory relationships. The firm charges a percentage-of-AUM fee and provides a mix of financial planning, portfolio management for individuals and small businesses, pension consulting and selection-of-other-advisers services. Zephyr functions as a capital allocator: alongside directly managed accounts it places client capital with third-party managers when appropriate. Investment emphasis is on equities, with a clear preference for exchange-traded exposures. The firm is not positioned as an active ESG investor and does not operate across multiple states. Its practice model blends discretionary portfolio management with non-discretionary mandates and financial planning, suggesting a client mix that requires both hands-on management and advisory oversight.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices