ZIA Investment Advisors

Overview

ZIA Investment Advisors is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves primarily individual and family clients and offers portfolio management services geared toward individuals and small businesses. Its compensation is based on a percentage of assets under management, and its practice appears focused on discretionary management rather than advisory consulting or institutional pension work. The adviser reports a narrow operational footprint: it is not flagged as a multi-state or newly formed adviser, does not act as a capital allocator to external managers, and is not identified as an active ESG investor. These attributes, together with the firm’s client mix and fee model, suggest a traditional wealth-management boutique serving a modest number of relatively concentrated household relationships.

Assets & Accounts

Investments & Alternatives