ZEUS FINANCIAL, LLC
Firm details
- Headquarters
- BOCA RATON, Florida
- CRD number
- 18192
- Registered since
- July 25, 1986
- Website
- www.zeusbd.com
Firm profile
FINTRXOverview
Zeus Financial, LLC is an SEC-registered advisory firm organized as a limited liability company and first registered with the SEC in 1986. Public records identify the owner type as a combination of a domestic entity and an individual, but the firm is otherwise classified as "unclassified" in the available dataset. The firm has provided minimal disclosure about its services, client segments, fee schedules, or investment approach. The dataset flags several negative attributes: Zeus Financial is not identified as a capital allocator, not active on ESG investing, not a multi-state adviser, not a pension consultant, not a related adviser, and not newly formed. Those entries, combined with the lack of descriptive business or advisory activity, indicate there is little public information about how the firm sources clients or manages assets.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3PETER ADAMS
President, Chief Investment OfficerCRD 1009011
RALPH ACHILLE
Chief Compliance OfficerCRD 5875142
VINCENT BUTKEVITS
CEOCRD 1818987
Contacts
3 of 18KALI GAYNOR
Operations SpecialistCRD 7732605
Lauren Trousdale
Financial Operations PrincipalCRD 5622407
IVANA SHUMBERG
FinOpCRD 3167225
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOCA RATON, FL
PALM BEACH
Location
BOCA RATON, FL
Headquartered in BOCA RATON, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- PALM BEACH
- Address
- 4800 T Rex Ave
- Time zone
- ET (UTC-5)
- Office locations
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