The Zillennial Advisors

RIASEC RegisteredEst. 2025
Total AUM
$1.5M
Discretionary
$469
0% of AUM
Avg account
$24.3K
Accounts
61
Employees
3
Advisory reps
3

Firm details

Headquarters
,
CRD number
324808
Registered since
June 23, 2025
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

The Zillennial Advisors is an independent registered investment adviser organized as a limited liability company. The firm registered with the SEC in 2025 and serves individual and family clients with fee arrangements that include a percentage of assets under management and fixed fees. Its stated advisory services include financial planning, portfolio management for individuals and small businesses, publication of periodicals or newsletters, and delivery of educational seminars and workshops. The firm identifies itself as an active ESG investor. The firm is not structured as a capital allocator; ownership is reported as a mix of a domestic entity and an individual. The adviser appears focused on direct client relationships rather than running pooled investment vehicles or acting as a multi-manager sponsor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

1 of 1
  • Carlin Jackson

    Chief Technology OfficerCRD 7846556

Contacts

2 of 2
  • Chloe Barroukh

    Investment Strategy AnalystCRD 7145236

  • Kevin Russell

    FounderCRD 7475176

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth