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Zock Robert a & Co Inc

● SEC registered since 1976CRD 110480SEC# 801-11929Sutton, NH
Export (members)
Reg. AUM
$175.1M
Employees
1
Accounts
100
Location
Sutton, NH

Zock Robert a & Co Inc assets under management

Zock Robert a & Co Inc is an SEC-registered investment adviser based in Sutton, NH. The firm has been registered since 1976. It reports $175.1 million in regulatory assets under management and employs 1 people.

Zock Robert a & Co Inc owners & executives

4 reported
NameTitleOwnershipSince
Maureen Ann ZockDirector5-10%1976
Robert a Zock 1974 Family Trust ControlOwner5-10%2023
Robert Anthony Zock Jr. ControlPresident/Chief Compliance OfficerOver 75%2002
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Frequently asked questions

How much does Zock Robert a & Co Inc manage?

Zock Robert a & Co Inc reports $175.1 million in regulatory assets under management on its Form ADV.

How many employees does Zock Robert a & Co Inc have?

Zock Robert a & Co Inc reports 1 employees.

Where is Zock Robert a & Co Inc located?

Zock Robert a & Co Inc is based in Sutton, NH and has been SEC-registered since 1976.

Does Zock Robert a & Co Inc disclose fund performance?

Zock Robert a & Co Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address98 Birch Hill Road, Sutton, NH 03278
Phone603-456-3106
Fax603-456-2863
Office hours9:00 a.m. - 5:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Regulatory AUM

$175.1M▲ 13%
Mar '25 — $155.4MApr '25 — $155.4MMay '25 — $155.4MJun '25 — $155.4MJul '25 — $155.4MAug '25 — $155.4MSep '25 — $155.4MOct '25 — $155.4MNov '25 — $155.4MDec '25 — $155.4MJan '26 — $155.4MFeb '26 — $155.4MMar '26 — $175.1MApr '26 — $175.1MMay '26 — $175.1MJun '26 — $175.1M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers

Assets under management

$175.1Mregulatory AUM
Discretionary $175.1M