Zenith Advisory Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Zenith Advisory Group provides financial planning, consulting and discretionary investment management to individuals (including high‑net‑worth clients), retirement plans, trusts, estates and other entities. The firm also offers access to its own private equity offerings—Zenith Advisory Group Private Equity Fund I, II and IV—to accredited investors.
Portfolios are tailored using risk profiles, questionnaires and ongoing reviews and are typically implemented with mutual funds, ETFs and individual equity and fixed‑income securities, with most accounts managed on a discretionary basis. Zenith serves as investment manager to pooled vehicles (its private equity funds) and discloses that those private fund management fees are paid by the funds from fund assets and that private fund holdings are excluded from its AUM billing.
What distinguishes Zenith from many peers is its active role as a private fund adviser and manager of pooled vehicles—services that are uncommon among supported firms of its size—combined with advisors who are licensed insurance agents and may offer commissionable insurance products. The firm also requires custody with its recommended qualified custodian and states it will apply ERISA/Code fiduciary guidance (including applicable prohibited‑transaction exemptions) when providing nondiscretionary retirement plan or rollover advice.
Client services
Expertise
Occupation focus
Fee options
Occasionally uses flat fee schedule for some financial plans based on specific situations
0.50% to 1.75% annually, varies depending on market value of assets and type of investment management services
Insurance commissions earned by investment advisor representatives when selling insurance products, separate from advisory fees
Financial Planning Services billed at $150 per hour, may be discounted or flat fee in some cases
Performance-based fees apply only to investments in Zenith Advisory Group Private Equity Funds with 1% annual management fee on capital commitments and carried interest of 5% to 7% on profits after return of initial commitment
Account minimum: $1,000
Main office
10554 Success Lane, Suite G
Centerville OH 45458
Advisors at this office
2
Most active in
Florida · Iowa · Missouri · Ohio · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Quick links
Advisors at this firm
Jay G
Series 66
Centerville, OH
Zenith Advisory Group, LLC
Jay Grandfield is a financial advisor with Zenith Advisory Group, LLC, holding a Series 66 designation and 26 years of industry experience. He worked at Ameriprise Financial Services, Inc. for nine years prior to joining Zenith in 2017. Outside of his advisory role, he is involved in various real estate ownership and consulting activities in Ohio. Zenith Advisory Group provides financial planning, consulting, and discretionary investment management to individuals, retirement plans, trusts, estates, and small businesses. The firm offers access to private equity pools and uses tailored portfolios with mutual funds, ETFs, individual securities, and model portfolios, delivering both discretionary management and non-discretionary advice across multiple client types.
Matthew L
CFP®, Series 63, Series 65
Centerville, OH
Zenith Advisory Group, LLC
Matthew Lyon is a financial advisor at Zenith Advisory Group, LLC with 19 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Zenith in 2021, he worked with firms including Park Avenue Securities, Guardian Life Insurance, and New York Life Insurance Company. Outside of his advisory role, Lyon consults for Kalibr Consulting, assisting dentists, physicians, and medical residents with business growth, marketing strategies, and career guidance. Zenith Advisory Group provides financial planning, consulting, and discretionary investment management to individuals, retirement plans, trusts, estates, and small businesses. The firm also offers access to firm-sponsored private equity pools and uses a range of investment vehicles tailored through risk profiling and ongoing portfolio reviews.
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