Zonka & Associates, Inc.

Overview

Zonka & Associates, Inc. is a small, independent registered investment advisor organized as a corporation and owned by an individual. The firm positions itself as a capital allocator for a concentrated client base of individuals and families, offering fee arrangements that include a percentage of assets under management, hourly charges and fixed fees. Its advisory services span financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting and the selection of other advisers. Zonka & Associates operates primarily as a discretionary manager — it runs the bulk of client portfolios directly — and emphasizes pooled public fund exposure alongside targeted allocations to third‑party alternative managers. Investment preference leans toward professionally managed vehicles rather than heavy direct-stock concentration. The firm is not active as an ESG investor and is not structured as a multi‑state adviser. Given its small client count and relatively large average client sizes, the firm appears to deliver high‑touch, customized planning and portfolio management for wealthier households and closely held institutions.

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Public Holdings

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Location & Offices