Zero Day Capital Enterprises LLC

RIASEC Registered
Total AUM
$30.7M
Discretionary
$30.7M
100% of AUM
Avg account
$192K
Accounts
160
Employees
14
Advisory reps
15

Firm details

Headquarters
,
CRD number
331228
Registered since
May 3, 2024
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI58.54%
  • Individuals35.62%
  • Charitable Organizations5.84%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Zero Day Capital Enterprises LLC is an independent, SEC-registered investment adviser organized as an LLC. The adviser is identified as an individual-owned firm that acts as a capital allocator and serves both individual/family clients and institutional clients. Advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, and the selection or oversight of other sub‑advisers. The firm also conducts insurance brokerage activities. Its compensation arrangement is flexible: fee schedules include a percentage of assets under management, hourly billing, and fixed-price engagements. The firm is not flagged as an active ESG investor in the available snapshot.

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: Public Funds/Mutual Funds 55%, Exchange Traded Equities 34%, Cash & Cash Equivalents 9%, Non-Exchange Traded Equities 1%55%
  • Public Funds/Mutual Funds55%
  • Exchange Traded Equities34%
  • Cash & Cash Equivalents9%
  • Non-Exchange Traded Equities1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth