ZHP Capital LLC
Firm details
- Headquarters
- ,
- CRD number
- 149204
- Website
- www.zhpcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI46.71%
- Individuals45.37%
- Pension & Profit Sharing Plans4.26%
- Charitable Organizations2.46%
- Corporations / Businesses1.2%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
ZHP Capital LLC is an independent, Illinois‑state‑registered investment adviser organized as a limited liability company. The firm operates as a capital allocator for both individual/family and institutional clients and provides a mix of financial planning and discretionary portfolio management alongside selection-of-other-advisers services. ZHP also lists accountant services among its business activities and offers fee arrangements that include percentage-of‑AUM billing as well as hourly and fixed fees. The firm does not identify as an active ESG investor. Advisory capabilities called out on filings include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, pension consulting services, and the selection of third‑party advisers. Ownership is held by an individual, and the adviser describes itself as independent rather than affiliated with a broker‑dealer or wirehouse.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities40%
- Public Funds/Mutual Funds35%
- Cash & Cash Equivalents13%
- US Government Bonds7%
- Other3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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