Zero Day Capital Enterprises LLC

RIASEC RegisteredEst. 2024
Total AUM
$30.7M
Discretionary
$30.7M
100% of AUM
Avg account
$192K
Accounts
160
Employees
16
Advisory reps
16

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 registered investment adviser that markets itself as a capital allocator to both individual/family and institutional clients. The firm is organized as a limited liability company, is owned by an individual, and completed SEC registration in 2024. Its advisory work centers on financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. The firm also acts as an insurance broker and charges clients via a mix of percentage-of-AUM, hourly, and fixed‑fee arrangements. Zero Day Capital is not identified as an active ESG investor.

Assets & Accounts

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 15
  • 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 12 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