ZIONS CAPITAL ADVISORS, INC.

Overview

Zions Capital Advisors, Inc. is a corporation-style registered investment adviser that focuses on portfolio management for institutional and business clients. The firm charges a mix of percentage-of-AUM and fixed fees and does not present itself as an ESG-focused allocator. Its operating footprint and industry relationships — including ties to a broker-dealer, registered municipal advisor status, banking/thrift institution connections, and insurance company affiliation — indicate it sits inside a broader financial-services ecosystem that supports institutional mandates and municipally-oriented work.

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Location & Offices