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The Zillenial Advisors LLC

● SEC registered since 2025CRD 324808SEC# 801-133744
Export (members)
Reg. AUM
$1.5M
Employees
3
Accounts
61
Location

The Zillenial Advisors LLC assets under management

The Zillenial Advisors LLC is an SEC-registered investment adviser. The firm has been registered since 2025. It reports $1.5 million in regulatory assets under management and employs 3 people.

The Zillenial Advisors LLC owners & executives

5 reported
NameTitleOwnershipSince
Carlin David Theodore Jackson ControlChief Technology OfficerUnder 5%2025
Chloe S Barroukh ControlChief Innovation OfficerUnder 5%2025
Kevin William Russell ControlCcoUnder 5%2022
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Frequently asked questions

How much does The Zillenial Advisors LLC manage?

The Zillenial Advisors LLC reports $1.5 million in regulatory assets under management on its Form ADV.

How many employees does The Zillenial Advisors LLC have?

The Zillenial Advisors LLC reports 3 employees.

Does The Zillenial Advisors LLC disclose fund performance?

The Zillenial Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

PhoneN/A
Office hoursVaries
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$1.5MNo change
Apr '26 — $1.5MMay '26 — $1.5MJun '26 — $1.5M
Apr '26Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers

Assets under management

$1.5Mregulatory AUM
Discretionary $469Non-discretionary $1.5M