Zions Capital Advisors, Inc.
● SEC registered since 2004CRD 131308SEC# 801-63287Salt Lake City, UT
Reg. AUM
$830.8M
Employees
14
Accounts
58
Location
Salt Lake City, UT
Zions Capital Advisors, Inc. assets under management
Zions Capital Advisors, Inc. is an SEC-registered investment adviser based in Salt Lake City, UT. The firm has been registered since 2004. It reports $830.8 million in regulatory assets under management and employs 14 people.
Zions Capital Advisors, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony Gino Valeri Control | President & Director Of Investment Management | Under 5% | 2024 |
| David Karl Anderson Control | Director & Dir, Strategic Financial Planning & Analysis | Under 5% | 2024 |
| Jennifer Kyle Hash | Chief Compliance Officer | Under 5% | 2015 |
| Zions Bancorporation, N. a. Control | Parent Company | Over 75% | 2017 |
Frequently asked questions
How much does Zions Capital Advisors, Inc. manage?
Zions Capital Advisors, Inc. reports $830.8 million in regulatory assets under management on its Form ADV.
How many employees does Zions Capital Advisors, Inc. have?
Zions Capital Advisors, Inc. reports 14 employees.
Where is Zions Capital Advisors, Inc. located?
Zions Capital Advisors, Inc. is based in Salt Lake City, UT and has been SEC-registered since 2004.
Does Zions Capital Advisors, Inc. disclose fund performance?
Zions Capital Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | Zions Capital Advisors, One South Main St., 12th Floor, Salt Lake City, UT 84133 |
| Phone | 800-608-3202 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$830.8M▼ 43%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 37%
Larger than 63% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$830.8Mregulatory AUM
Discretionary $830.8M