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ZEO CAPITAL ADVISORS, LLC
ZEO CAPITAL ADVISORS, LLC
6 registered advisors
·
CRD# 150783
SEC# 801-72287
4
(415) 875-5604
01
Firm Overview
AUM
$239M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at ZEO CAPITAL ADVISORS, LLC
6 registered advisors
Bradford Terence Cook
SAN FRANCISCO, California
CRD# 5184190
Iii Thomas Frist
SAN FRANCISCO, California
CRD# 5776615
Linda Jean Campbell
SAN FRANCISCO, California
CRD# 6451941
Lindsay Mace Joost
SAN FRANCISCO, California
CRD# 5776632
Paige Reeve Uher
SAN FRANCISCO, California
CRD# 6986153
Venkatesh Muniswamy Reddy
SAN FRANCISCO, California
CRD# 2520793
05
Office Locations
SAN FRANCISCO, California
6 advisors
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Data sourced from SEC Form ADV filings. ZEO CAPITAL ADVISORS, LLC (CRD# 150783) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.