ZIDEL FINANCIAL INC.

Overview

Zidel Financial Inc. is a small, owner-operated corporate RIA that registered with the SEC in 2022. The firm positions itself as a capital allocator for both individual/family and institutional clients, with a primary emphasis on equity exposure. Its advisory model combines discretionary portfolio management for individuals and small businesses with the selection of other advisers to access specialty strategies or manager-driven products. Fee arrangements are flexible and include a percentage-of-AUM component alongside hourly and fixed-fee options. Zidel Financial does not identify as an active ESG investor and reports its advisory work as focused and equity-oriented rather than multi-state or pension consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices