PALM BEACH GARDENS, FLCRD 330428Latest ADV March 27, 2026
Zega Investments, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Palm Beach Gardens, FL. Its latest Form ADV filing, dated March 27, 2026, reports $614M in regulatory assets under management, 10 employees, 9 offices, and 1,315 accounts.
Assets Under Management
$614M
Employees
10
Offices
9 offices
Total Clients
224
Primary office
PALM BEACH GARDENS, FL
3801 PGA BOULEVARD, SUITE 600, PALM BEACH GARDENS, FL, United States
Top client segmentIndividuals represent 62.1% of total clients.
Top client categories% of clientsClients
1
Individuals
62.1%
139
2
HNWI
25.9%
58
3
Other Advisers
12.1%
27
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$614Mas of March 27, 2026
Discretionary100.0%
$614M
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$614M
Total Accounts1,315
10Y AUM Change+$614M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee22:1
10Y Employee Change0 (0.0%)
* 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.