ZUCKERMAN CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2026

Total AUM

$123M

Discretionary

$106M

86% of AUM

Avg account

$320K

Accounts

386

Employees

Advisory reps

Firm details

Headquarters: Los Angeles, California
CRD number: 148549
Registered since: March 18, 2026
Website: zuckermancapital.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI81.97%
Individuals11.33%
Pension & Profit Sharing Plans4.38%
Corporations / Businesses2.32%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Zuckerman Capital Management, LLC is an independent, privately owned advisory firm structured as an LLC that serves both individual/family clients and institutional investors. The firm charges fees as a percentage of assets under management and functions as a capital allocator, meaning it places client capital with third-party managers in addition to managing portfolios directly. Core advisory capabilities listed include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers. The firm does not identify as an active ESG investor.