Zero Day Capital Enterprises LLC

RIASEC RegisteredEst. 2024
Total AUM
$30.7M
Discretionary
$30.7M
100% of AUM
Avg account
$192K
Accounts
160
Employees
15
Advisory reps
15

Firm details

Headquarters
,
CRD number
331228
Registered since
May 3, 2024
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI58.54%
  • Individuals35.62%
  • Charitable Organizations5.84%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Zero Day Capital Enterprises LLC is an independent, SEC‑registered advisory firm organized as an LLC and registered in 2024. The firm is owned by an individual and positions itself as a capital allocator, working with both individual and family clients as well as institutional accounts. Its advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers. The firm also conducts insurance brokerage activities and charges clients via a mix of percentage‑of‑AUM, hourly, and fixed fees. Zero Day Capital reports it is not an active ESG investor and does not identify as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 55%, Exchange Traded Equities 34%, Cash & Cash Equivalents 9%, Non-Exchange Traded Equities 1%55%
  • Public Funds/Mutual Funds55%
  • Exchange Traded Equities34%
  • Cash & Cash Equivalents9%
  • Non-Exchange Traded Equities1%

Owners & executives

1 of 1
  • Travis Salley

    Travis Salley

    Principal And Chief Compliance OfficerCRD 6523971

Contacts

3 of 14
  • Michael Yuen

    Michael Yuen

    Senior Financial AdvisorCRD 5862514

  • Alex Bethune

    Alex Bethune

    Senior Financial AdvisorCRD 6608358

  • Duncan Sandlin

    Duncan Sandlin

    Investment Advisor RepresentativeCRD 5847373

Unlock 11 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth