Ezana Capital Advisers, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Ezana Capital Advisors provides investment advisory and financial planning services to institutions (including employee benefit plans), small- and medium-sized businesses, and individual clients. The brochure lists holistic financial planning, investment management, pension consulting for plan sponsors, and educational seminars among the firm’s service offerings.
The firm describes an investment process that structures portfolios around each client’s tax situation, risk tolerance and stated goals, implementing discretionary trading when authorized and periodically rebalancing accounts; typical recommended instruments include no-load mutual funds, ETFs, government securities and bonds. Engagement options include an annual retainer-style relationship and project-based financial planning, and the firm also offers hourly consulting arrangements and non‑discretionary pension consulting to plan fiduciaries.
Notable among peers, the firm combines institutional-focused work with less-common services such as running educational seminars (including sponsored corporate presentations), offering formal pension consulting to employee benefit plans, and making hourly advisory services available alongside asset-based arrangements. The brochure also highlights a structured initial engagement with multiple scheduled meetings and ongoing monitoring, and discloses that the firm does not take custody of client assets or accept proxy‑voting authority.
Client services
Occupation focus
Fee options
Open Retainer fixed fee between $5,000 - $25,000 annually; fixed fees $2,500 - $5,000 for financial planning
$0 - $249,999: 2.50% $250,000 - $499,999: 2.40% $500,000 - $999,999: 2.25% $1,000,000+: 1.95%
Up to but not to exceed $300 per hour for advisory services; $300 per hour for financial planning
Account minimum: $50,000 Fee-only: Fixed fees between $2,500 - $5,000 for financial planning; hourly fee up to $300/hr for advisory services
Main office
Brooklyn NY
Advisors at this office
1
Most active in
New York
Also doing business as
Ezana Capital Advisers, LLC · Ezana Capital Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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