Zephyr Advisers
Firm details
- Headquarters
- ,
- CRD number
- 331521
- Custodians
- ALTRUIST FINANCIAL LLC, MATRIX SECURITIES, INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Zephyr Advisers is an independent, Michigan‑registered registered investment adviser operating as a limited liability company and owned by an individual. The firm positions itself as a capital allocator serving primarily individuals and families, charging fees based on a percentage of assets under management. Its advisory scope, as disclosed, includes financial planning, portfolio management for individuals and small businesses, pension consulting services, and selecting other advisers on clients’ behalf. Zephyr does not identify as an active ESG investor and is not positioned as a multi‑state or newly formed adviser.
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 Equities92%
- Cash & Cash Equivalents8%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
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Headquartered in , null.
- Office locations