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Z3 CAPITAL PARTNERS
Z3 CAPITAL PARTNERS, LLC
CRD 336791 · SEC 801-133810
1739 KELLY ROAD, RICHMOND, VA, 23230, United States
Phone
804-256-1770
Fax
804-256-1179
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$466.8M
Discretionary AUM
$466.8M
Team
5 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 241 | $143.5M |
| High net worth individuals | 62 | $270.4M |
| Charitable organizations | 1 | $547K |
| Corporations/business entities | 7 | $52.3M |
States served
NC, PA, SC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD