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
FINTRXContacts
FINTRXWealth 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
Similar firms
Taylor Hoffman Capital Management
RIARichmond, VA
Acima Private Wealth LLC
RIARichmond, VA
Benefit Fiduciary Group LLC
RIARichmond, VA
Cap91 Partners Management LLC
RIARichmond, VA
Founders Grove Wealth Partners, LLC
RIARichmond, VA
Juno Financial Group LLC
RIARichmond, VA