A complete list of active advisors currently associated with Z3 Capital Partners
Warmer can help you find a great advisor at Z3 Capital Partners or one who fits your needs even better.
Z3 Capital Partners provides discretionary investment management and integrated financial planning to individuals (including high‑net‑worth clients) and to entities such as family offices, trusts, estates, private foundations, businesses and business owners. The firm delivers these services primarily through the Z3 Capital Partners Wrap Fee Program, which it sponsors and which aggregates management, custody and certain transaction services for participating accounts. The firm applies fundamental analysis and active portfolio management within a structured, tiered framework called the Financial House (First Floor, Second Floor, Attic) to align income, growth and higher‑growth allocations; permitted investments include equities, mutual funds, ETFs, closed‑end funds and, when appropriate, insurance and annuity products. Accounts are generally managed on a discretionary basis, with financial planning incorporated into the advisory relationship, and custody and trade execution are typically routed through the Raymond James & Associates (RJA) Ambassador Program platform. Distinctive aspects noted in the brochure include Z3’s role as a wrap fee program sponsor (a relatively uncommon arrangement among peers) and its formal relationship with DPL Financial Partners, LLC to support annuity and insurance solutions, while certain advisory personnel hold insurance licenses and may earn commission‑based compensation for insurance sales. The firm also discloses operational features that affect clients — for example, including margined securities in its fee calculations, use of standing letters of authorization for certain account transfers, and a typical $500,000 account minimum — which can influence custody, trading practices and product recommendations.
To learn more about the advisors currently working at Z3 Capital Partners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Richmond, VA
| 32
| |
Richmond, VA
| 3
| |
Richmond, VA
| 40
|
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