BRECKENRIDGE, COCRD 135047Latest ADV March 27, 2026
Zidel Financial Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Breckenridge, CO. Its latest Form ADV filing, dated March 27, 2026, reports $160M in regulatory assets under management, 1 employee, and 331 accounts.
Assets Under Management
$160M
Employees
1
Offices
--
Total Clients
135
Primary office
BRECKENRIDGE, CO
210 S. RIDGE STREET, BRECKENRIDGE, CO, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 62.2% of total clients.
Top client categories% of clientsClients
1
Individuals
62.2%
84
2
HNWI
32.6%
44
3
Corporations
5.2%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$160Mas of March 27, 2026
Discretionary100.0%
$160M
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$160M
Total Accounts331
10Y AUM Change+$32M (+25.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee135:1
10Y Employee Change-2 (-66.7%)
* 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.