ZHP Capital LLC

RIAState Registered
Total AUM
$37M
Discretionary
$30.6M
83% of AUM
Avg account
$158K
Accounts
234
Employees
3
Advisory reps
1

Firm details

Headquarters
,
CRD number
149204
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI46.71%
  • Individuals45.37%
  • Pension & Profit Sharing Plans4.26%
  • Charitable Organizations2.46%
  • Corporations / Businesses1.2%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

ZHP Capital LLC is an independent, Illinois‑state‑registered investment adviser organized as a limited liability company. The firm operates as a capital allocator for both individual/family and institutional clients and provides a mix of financial planning and discretionary portfolio management alongside selection-of-other-advisers services. ZHP also lists accountant services among its business activities and offers fee arrangements that include percentage-of‑AUM billing as well as hourly and fixed fees. The firm does not identify as an active ESG investor. Advisory capabilities called out on filings include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, pension consulting services, and the selection of third‑party advisers. Ownership is held by an individual, and the adviser describes itself as independent rather than affiliated with a broker‑dealer or wirehouse.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 40%, Public Funds/Mutual Funds 35%, Cash & Cash Equivalents 13%, US Government Bonds 7%, Other 3%, Investment Grade Corp Bonds 2%40%
  • Exchange Traded Equities40%
  • Public Funds/Mutual Funds35%
  • Cash & Cash Equivalents13%
  • US Government Bonds7%
  • Other3%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth