Zeit Capital Advisors
Firm details
- Headquarters
- ,
- CRD number
- 150149
- Registered since
- July 1, 2021
- Website
- www.zeitcapital.com
- 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
FINTRXOverview
Zeit Capital Advisors is an independent, limited liability investment adviser that registered with the SEC in 2021. The firm serves individual and family clients on a fee‑for‑assets basis and describes its primary advisory work as financial planning and portfolio management for individuals, small businesses, and other business or institutional clients. It identifies as a domestic entity with individual ownership, does not position itself as a capital allocator, and is not an active ESG investor.
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 Equities90%
- Cash & Cash Equivalents10%
Contacts
1 of 1Phillip Weber
Managing MemberCRD 3100278
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 24Active vs passive
$148M in ETFs
96%
$142M
0%
$6.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR MEGA CAP VALUE INDEX FUND (MGV) | Vanguard | Passive | Large Value | $30.1M | 186,944 | 20.32% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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