Zions Capital Advisors, Inc.
Firm details
- Headquarters
- Salt Lake City , Utah
- CRD number
- 131308
- Registered since
- July 28, 2004
- Website
- www.ilmgmt.com
- Custodians
- ZIONS BANK
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- State / Municipal Government100%
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Zions Capital Advisors, Inc. is a corporation-style registered investment adviser that focuses on portfolio management for institutional and business clients. The firm charges a mix of percentage-of-AUM and fixed fees and does not present itself as an ESG-focused allocator. Its operating footprint and industry relationships — including ties to a broker-dealer, registered municipal advisor status, banking/thrift institution connections, and insurance company affiliation — indicate it sits inside a broader financial-services ecosystem that supports institutional mandates and municipally-oriented work.
Assets & Accounts
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
- Investment Grade Corp Bonds46%
- US Government Bonds40%
- Cash & Cash Equivalents12%
- Exchange Traded Equities1%
- Other1%
Owners & executives
1 of 1
Jennifer Hash
Chief Compliance OfficerCRD 4123554
Contacts
3 of 13Stephen Willden
Director of Internal AuditCRD 6319554

Andrew Grill
Investment Advisor RepresentativeCRD 6754905

Samuel Allen
Product AnalystCRD 3039797
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Salt Lake City , UT
Salt Lake
Location
Salt Lake City , UT
Headquartered in Salt Lake City , UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- Salt Lake
- Address
- Zions Capital Advisors Main
- Time zone
- MT (UTC-7)
- Office locations
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