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ZENITH ADVISORY GROUP, LLC
CRD 287801
10554 SUCCESS LANE, SUITE G, CENTERVILLE, OH, 45458, United States
Phone
937-312-8171
Fax
937-288-8090
Registration
— (—)
Source
State registered
Total AUM
$65.3M
Discretionary AUM
$65.3M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 129 | $50.5M |
| High net worth individuals | 10 | $14.8M |
All web addresses on file
Official SEC filing: View on IAPD