Zeit Capital Advisors

RIASEC RegisteredEst. 2021
Total AUM
$170M
Discretionary
$161M
95% of AUM
Avg account
$830K
Accounts
205
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
150149
Registered since
July 1, 2021
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI60.11%
  • Individuals19.34%
  • Corporations / Businesses15.36%
  • Charitable Organizations4.14%
  • Pension & Profit Sharing Plans1.05%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Zeit Capital Advisors is an independent registered investment adviser formed as an LLC in 2021. The firm focuses on fee-based portfolio management and financial planning for individual and family clients, with services extending to small businesses and other business or institutional accounts. It charges advisory fees as a percentage of assets under management. Zeit is not positioned as a capital allocator and does not report active ESG investing, multi-state advisory status, or pension consultant activity. Advisory activities listed include financial planning and discretionary portfolio management across individual, small business, and business/institution client types. The firm’s stated asset preference is equities, with exchange-traded securities forming the largest portion of invested assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 90%, Cash & Cash Equivalents 10%90%
  • Exchange Traded Equities90%
  • Cash & Cash Equivalents10%

Contacts

1 of 1
  • Phillip Weber

    Managing MemberCRD 3100278

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 24

Active vs passive

$145M in ETFs

Passive

96%

$140M

Active

0%

$5.8M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD MEGA CAP VALUE INDEX FUND (MGV)VanguardPassiveLarge Value$27.4M188,93018.83%

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