Zenith Advisory Group, LLC
● SEC registered since 2026CRD 321689SEC# 801-135252The Villages, FL
Reg. AUM
$115.4M
Employees
4
Accounts
706
Location
The Villages, FL
Zenith Advisory Group, LLC assets under management
Zenith Advisory Group, LLC is an investment advisory firm registered with the SEC based in The Villages, FL. The firm has been registered since 2026. It reports $115.4 million in regulatory assets under management and employs 4 people.
Zenith Advisory Group, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bart a. Patterson, P.A. Control | Member And Chief Executive Officer | 50-75% | 2022 |
| Kevin T. Keen, P.A. | Member | 10-25% | 2022 |
| Krystal L Dale Control | Chief Compliance Officer | Under 5% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Zenith Advisory Group, LLC manage?
Zenith Advisory Group, LLC reports $115.4 million in regulatory assets under management on its Form ADV.
How many employees does Zenith Advisory Group, LLC have?
Zenith Advisory Group, LLC reports 4 employees.
Where is Zenith Advisory Group, LLC located?
Zenith Advisory Group, LLC is based in The Villages, FL and has been SEC-registered since 2026.
Does Zenith Advisory Group, LLC disclose fund performance?
Zenith Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1068 Lake Sumter Landing, The Villages, FL 32162 |
| Phone | 352-282-0810 |
| Fax | 352-525-4336 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$115.4MNo change
Jan '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$115.4Mregulatory AUM
Discretionary $115.4M