SALT LAKE CITY, UTCRD 131308Latest ADV March 24, 2026
Zions Capital Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Salt Lake City, UT. Its latest Form ADV filing, dated March 24, 2026, reports $831M in regulatory assets under management, 14 employees, and 58 accounts.
Assets Under Management
$831M
Employees
14
Offices
--
Total Clients
45
Primary office
SALT LAKE CITY, UT
ZIONS CAPITAL ADVISORS, ONE SOUTH MAIN ST., 12TH FLOOR, SALT LAKE CITY, UT, United States
Top client segmentGovernment represent 100.0% of total clients.
Top client categories% of clientsClients
1
Government
100.0%
45
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$831Mas of March 24, 2026
Discretionary100.0%
$831M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$831M
Total Accounts58
10Y AUM Change$-556M (-40.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee3:1
10Y Employee Change-24 (-63.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.