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 entities such as family offices, trusts, estates, private foundations, and business owners. The firm delivers these services through a sponsored wrap fee program that combines advisory services with custody and trade execution for participating clients. Z3 constructs customized portfolios using fundamental analysis and active management, organized under a three‑tiered "Financial House" framework that segments assets into income/growth, growth, and high‑growth opportunity buckets. Portfolios are monitored on an ongoing basis and may include shorter‑term trading, margin considerations, and client‑specific constraints such as tax sensitivity, liquidity needs, and position‑level limits. Notably, Z3 is one of the minority of supported advisers that sponsors its own wrap fee program and operates on the Raymond James Ambassador custodial platform, and it manages roughly $467 million in discretionary assets. The firm also discloses having custody when effecting transfers under standing third‑party letters of authorization and that some advisory personnel are licensed insurance professionals who may receive commissions and participate in third‑party insurance and broker‑dealer networking arrangements.

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.