ZENITH ADVISORY GROUP, LLC

Overview

Zenith Advisory Group, LLC is an independent, fixed-fee Registered Investment Adviser that serves individual and family clients. The firm runs discretionary portfolios and emphasizes equity exposure: exchange-traded equities make up the largest slice of client assets. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, pension consulting and client education through seminars and workshops. Zenith is not positioned as a capital allocator or an active ESG investor; it maintains relationships with an accountant and an insurance company to support client needs. The firm's investment approach tilts toward liquid, listed instruments held on a discretionary basis, suggesting a focus on tradable, cost-efficient building blocks—ETFs and listed equities—supplemented by mutual funds where appropriate. That structure supports straightforward portfolio management, liquidity for rebalancing and tax-aware trading for individual clients.

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Public Holdings

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Location & Offices