Z3 Capital Partners
Z3 Capital Partners is an SEC-registered wealth manager in Richmond, VA with $466.8M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Z3 Capital Partners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 336791, SEC 801-133810, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $466.8M (2026-03-24)
- Firm type
- Wealth Manager
- Location
- Richmond, VA
- Employees
- 5
- Clients
- 311
- CRD
- 336791
- Ownership
- MORRIS, SCOT, LEE; BORGHI, ALICIA, COULLIER; HADAWAY, JAMES, RUSSELL
How much AUM does Z3 Capital Partners have?
Z3 Capital Partners reported $466.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Z3 Capital Partners?
Disclosed owners and executives of Z3 Capital Partners include MORRIS, SCOT, LEE, BORGHI, ALICIA, COULLIER, HADAWAY, JAMES, RUSSELL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.