A complete list of active advisors currently associated with Zia Capital Investments LLC
Warmer can help you find a great advisor at Zia Capital Investments LLC or one who fits your needs even better.
Zia Capital Investments LLC provides discretionary portfolio management and written financial planning to individuals, trusts, and non‑profit clients, with a client base that the brochure characterizes as primarily non‑high‑net‑worth individuals. The firm’s filings also note that it advises one or more insurance company clients, a client type that is uncommon for advisors of this size. The firm documents client goals in Investment Policy Statements and applies Modern Portfolio Theory through a core passive allocation supplemented by tactical, active adjustments. Zia Capital’s investment menu is broad and includes mutual funds, ETFs, REITs and annuities as well as higher‑risk instruments and strategies such as private placements, margin, short sales and options, and it generally manages accounts on a discretionary basis. Zia Capital operates as a solo advisory practice and is relatively recently formed and modest in scale, which the brochure indicates affects its staffing and oversight model. The firm’s principal maintains several licensed outside business activities (insurance sales, real‑estate brokerage and mortgage origination) and the brochure discloses those relationships and the firm’s procedures to mitigate and disclose related conflicts of interest.
To learn more about the advisors currently working at Zia Capital Investments LLC, 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 |
|---|---|---|
Albuquerque, NM
| 4
|
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