Zimmer Capital Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,190,646
Clients
2
50% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
2
Very LowAverage account size
$595,323
About
The firm provides discretionary asset management and hourly financial planning to individuals, high‑net‑worth individuals, trusts, estates, charitable organizations, and business entities. Services include investment strategy and selection, asset allocation, portfolio monitoring, and tailored financial plans delivered on an agreed timeline.
Investment decisions are guided by client objectives, time horizon and risk tolerance, using both fundamental and technical analysis to construct portfolios. The firm offers both passive and active management approaches and, where appropriate, employs options strategies and margin trading; accounts are reviewed periodically (typically quarterly) with attention to rebalancing and tax‑loss harvesting opportunities.
Noteworthy for a firm of this size, it manages a modest asset base for a very small number of clients and does not impose an account minimum, which can result in highly individualized service but also means the sole adviser balances advisory duties with a non‑investment outside occupation. The firm requires separate accounts for passive and active mandates, retains discretionary trading authority, and generally leaves proxy voting to clients rather than routinely voting proxies on their behalf.
Client services
Financial planning
Portfolio management
Expertise
Tax-loss harvesting
Fee options
$0+: 0.50% annually (Passive Management Fee) $0+: 1.00% annually (Active Management Fee)
$50 per hour for financial planning services
Main office location
Zimmer Capital Management LLC
Bluffton SC, United States
Number of offices
1
Most active in
Zimmer Capital Management LLC has reported serving >5 clients in these states in the last 12 months.
South Carolina · Utah
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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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