ZOE Financial, Inc.

Overview

ZOE Financial, Inc. is a corporate SEC-registered investment adviser that began registration in 2019. The firm positions itself as a capital allocator serving both individual & family clients and institutional clients, and it bills fees primarily as a percentage of assets under management with some other fee arrangements also used. Core advisory services listed on the firm’s ADV include financial planning, portfolio management for individuals and small businesses, and selection of other advisers. The firm reports an industry affiliation with a broker-dealer and does not identify itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives