MZ Capital, LLC

Overview

MZ Capital, LLC is an independent registered investment adviser formed as a limited liability company and SEC-registered in 2024. The firm is owned by an individual and concentrates on serving individual and family clients. Its advisory offering emphasizes financial planning, portfolio management for individuals and small businesses, and the publication of periodicals or newsletters; the firm also lists pension consulting among its advisory activities. Fee arrangements are flexible and include a percentage-of-AUM model alongside hourly and fixed-fee engagements. MZ Capital identifies itself as not pursuing active ESG investing. Investment activity shows a clear preference for pooled public funds as the core vehicle for client portfolios, supported by external third‑party managers for alternative allocations. The firm positions itself to provide discretionary portfolio management across a relatively compact client roster, using mutual funds and other collective products as primary building blocks.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices