Zendamentals

Overview

Zendamentals is an independent registered investment adviser that focuses on portfolio management for individuals and small business owners while also acting as a capital allocator by selecting outside managers. The firm charges fees based on a percentage of assets under management and serves an individual and family client base. Its advisory activity is concentrated on discretionary portfolio management and manager selection rather than pension consulting or multi-state institutional mandates. Zendamentals is not positioned as an active ESG investor. Zendamentals was SEC-registered in 2025 and is an individually owned corporation. Its industry relationships include accountants, insurance companies, and real estate brokers, which support its advisory and referral network.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices