Zor Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Zor Capital, LLC provides investment advisory services primarily to individual and high‑net‑worth clients, delivering discretionary portfolio management, individualized asset-allocation, and custom‑tailored portfolios for qualified clients. The firm charges management fees based on assets under management and offers ongoing account oversight and rebalancing consistent with typical advisory practices.
The firm combines fundamental and technical analysis and generally emphasizes buy‑and‑hold allocations with periodic monitoring, while accommodating short‑term trading when agreed with clients. Portfolios may include a broad range of instruments—stocks, bonds, ETFs (including inverse/leveraged and cryptocurrency‑linked ETFs), REITs and cash—and the adviser typically recommends custody with national broker‑dealers to execute and custody client assets.
A notable feature is that Zor Capital offers performance‑based fee arrangements to qualified clients alongside standard asset‑based management, a practice that is uncommon among similarly sized advisers and that the firm acknowledges can create incentives it manages through trade allocation policies, periodic reviews and a formal code of ethics. The firm operates with a small advisory team managing roughly $30 million across a limited client base, and discloses that the principal maintains public educational and social media activities as material outside business interests.
Client services
Expertise
Fee options
$0+: 1.00% annually (Asset Allocation Services - negotiable) $0+: 2.00% annually (Portfolio Management Services - negotiable) $0+: 2.00% annually management fee + 20% performance fee on net returns (Performance Fees for qualified clients - negotiable and may be waived in whole or in part)
20% performance fee on net returns for qualified clients, assessed annually after deducting management fee and any prior losses
Account minimum: $25,000
Main office
477 Madison Ave., 6th Floor
New York NY 10022, United States
Offices (3)
Most active in
California · Louisiana · Massachusetts · Nevada · New York · 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 not active or affiliated with:
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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
Advisors at this firm
Francisco Z
Series 63, Series 65
Prosper, TX
Zor Capital, LLC
Francisco Zorrilla is a financial advisor at Zor Capital, LLC with 15 years of experience in the industry. He holds Series 63 and Series 65 licenses and has operated his own advisory firm since 2011. In addition to his advisory work, he runs a financial education website and hosts a weekly Twitter chat focused on stock market discussions. Zor Capital serves individual and high-net-worth clients by providing discretionary portfolio management, individualized asset allocation, and customized investment programs. The firm employs a combination of fundamental and technical analysis across various instruments and offers both performance-based and traditional fee arrangements.
Joseph F
Series 65
Belmont, MA
Zor Capital, LLC
Joseph Fahmy is a financial advisor at Zor Capital, LLC in Belmont, MA, holding a Series 65 designation with four years of industry experience. He has been with Zor Capital since 2012. Outside of his advisory role, Fahmy operates a subscription-based educational service through his website, providing financial education content. Zor Capital serves individual and high-net-worth clients by offering discretionary portfolio management and customized investment programs. The firm combines fundamental and technical analysis, managing portfolios with a mix of long-term and short-term strategies across various instruments, including stocks, bonds, ETFs, and cryptocurrency-linked ETFs.
Michael N
Series 63, Series 65
Newport Beach, CA
Zor Capital, LLC
Michael Nahass is a financial advisor at Zor Capital, LLC with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Morgan Stanley and Terra Tech Corp. Outside of his advisory role, he is involved as managing member in non-investment businesses including real estate development and management consulting. Zor Capital, LLC provides investment advisory services to individual and high-net-worth clients, focusing on discretionary portfolio management and customized asset allocation. The firm combines fundamental and technical analysis, primarily employing buy-and-hold strategies with periodic monitoring, and offers both standard and performance-based fee arrangements for qualified clients.
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