Z3 Capital Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Richmond, VA. Its latest Form ADV filing, dated March 24, 2026, reports $467M in regulatory assets under management, 5 employees, and 1,009 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 77.5% of total clients.
Top client categories% of clientsClients
1
Individuals
77.5%
241
2
HNWI
19.9%
62
3
Corporations
2.3%
7
4
Charitable
0.3%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$467Mas of March 24, 2026
Discretionary100.0%
$467M
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$467M
Total Accounts1,009
10Y AUM Change+$467M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee62:1
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.