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 registered investment adviser organized as a limited liability company and owned by an individual. The firm charges clients a percentage of assets under management and serves both individual & family and institutional clients. Its advisory scope is focused on financial planning and portfolio management for individuals and small businesses rather than pension consulting or multi-state adviser work. The firm does not position itself as an active ESG investor and is not identified as a capital allocator or a related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 2
Scot Morris
Founding Partner & CEOCRD 1470835
James Hadaway
Chief Compliance OfficerCRD 3070075
Contacts
2 of 2
Alicia 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
$88.3M in ETFs
48%
$42.5M
50%
$45.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF (COWG) | Passive | Mid Cap Growth | $10.1M | 251,710 | 11.44% |
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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