Zenith Advisory Group, LLC
Zenith Advisory Group, LLC is an SEC-registered mass-market adviser in The Villages, FL with $115.4M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Zenith Advisory Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 321689, SEC 801-135252, data through 2026-02-18.
- AUM (assets under management / regulatory AUM)
- $115.4M (2026-02-18)
- Firm type
- Mass-Market Adviser
- Location
- The Villages, FL
- Employees
- 4
- Clients
- 186
- CRD
- 321689
- Ownership
- Keen, Kevin; PATTERSON, BART, ALAN; KEVIN T. KEEN, P.A.; BART A. PATTERSON, P.A.; Dale, Krystal, L
How much AUM does Zenith Advisory Group, LLC have?
Zenith Advisory Group, LLC reported $115.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-18).
Who owns Zenith Advisory Group, LLC?
Disclosed owners and executives of Zenith Advisory Group, LLC include Keen, Kevin, PATTERSON, BART, ALAN, KEVIN T. KEEN, P.A., BART A. PATTERSON, P.A., Dale, Krystal, L. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.