Zions Capital Advisors, Inc.

Overview

Zions Capital Advisors, Inc. is an institutional registered investment adviser organized as a corporation and operating since 2004. The firm focuses on portfolio management for businesses and institutional clients and charges fees based on a percentage of assets under management and fixed fees. It does not present itself as an active ESG investor and is not set up as a multi-state adviser or pension consultant. Reported industry affiliations include broker‑dealer activities, registration as a municipal advisor, and links to banking/thrift and insurance company activities, reflecting a business model embedded in a broader financial-services platform.

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