Zenith Am is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated April 2, 2026, reports $964M in regulatory assets under management, 18 employees, and 53 accounts.
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Commissions
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentInsurance Cos. represent 30.2% of total clients.
Top client categories% of clientsClients
1
Insurance Cos.
30.2%
16
2
Pooled Investment Vehicles
24.5%
13
3
Individuals
22.6%
12
4
Corporations
17.0%
9
5
HNWI
5.7%
3
Categories with <5 clients
High net worth individuals (HNWI)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$964Mas of April 2, 2026
Discretionary100.0%
$964M
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.
Total AUM$964M
Total Accounts53
10Y AUM Change+$744M (+338.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees18
Clients per Employee3:1
10Y Employee Change+9 (+100.0%)
* 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.