Zenith Solutions, Inc.
● SEC registered since 2024CRD 304732SEC# 801-129630Philadelphia, PA
Reg. AUM
$151M
Employees
11
Accounts
789
Location
Philadelphia, PA
Zenith Solutions, Inc. assets under management
Zenith Solutions, Inc. is an SEC-registered investment adviser based in Philadelphia, PA. The firm has been registered since 2024. It reports $151 million in regulatory assets under management and employs 11 people.
Zenith Solutions, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Chelsea Ransom-Cooper Control | Shareholder | 25-50% | 2021 |
| James Ray Control | Shareholder | 25-50% | 2019 |
| Jason Michael Ray Control | Elected Manager, Shareholder, Ceo | 25-50% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Zenith Solutions, Inc. manage?
Zenith Solutions, Inc. reports $151 million in regulatory assets under management on its Form ADV.
How many employees does Zenith Solutions, Inc. have?
Zenith Solutions, Inc. reports 11 employees.
Where is Zenith Solutions, Inc. located?
Zenith Solutions, Inc. is based in Philadelphia, PA and has been SEC-registered since 2024.
Does Zenith Solutions, Inc. disclose fund performance?
Zenith Solutions, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2400 Market St., Suite 216, Philadelphia, PA 19103 |
| Phone | (484) 278-1559 |
| Office hours | By Appointment Only |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$151M▲ 85%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$151Mregulatory AUM
Discretionary $141MNon-discretionary $10M