Z3 CAPITAL PARTNERS
Firm details
- Headquarters
- RICHMOND, Virginia
- CRD number
- 336791
- Registered since
- July 16, 2025
- Website
- www.z3capital.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI57.93%
- Individuals30.74%
- Corporations / Businesses11.22%
- Charitable Organizations0.12%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Z3 Capital Partners is an independent, LLC-structured registered investment adviser that began SEC registration in 2025 and is owned by an individual. The firm primarily charges a percentage-of-AUM fee and provides financial planning and portfolio management services targeted at individuals, families and small-business owners; institutional clients are listed among its client types as well. Z3 is not flagged as an active ESG investor, does not operate as a multi-state adviser, and its public filings do not indicate related-adviser links or pension-consulting activity.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Public Funds/Mutual Funds44%
- Cash & Cash Equivalents6%
Owners & executives
2 of 2JAMES HADAWAY
Chief Compliance OfficerCRD 3070075
SCOT MORRIS
Founding Partner & CEOCRD 1470835
Contacts
2 of 2ALICIA BORGHI
Director, PartnerCRD 2472357
Gareth Mancini
Associate AdvisorCRD 7410439
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 41Active vs passive
$72M in ETFs
59%
$42.4M
41%
$29.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF (COWG) | Passive | Large Blend | $8.6M | 255,040 | 11.96% |
Location
RICHMOND, VA
HENRICO
Location
RICHMOND, VA
Headquartered in RICHMOND, VA, in the South of the United States.
- Region
- South
- County
- HENRICO
- Address
- 1739 Kelly Rd
- Time zone
- ET (UTC-5)
- Office locations
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