Zor Capital, LLC logo

Zor Capital, LLC

Updated today

Client assets under management

$29,549,221

Clients

40

50% high-net-worth

Advisors

3

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

13

Very Low

Average account size

$738,731

About

Zor Capital serves individual and high-net-worth clients, offering discretionary portfolio management, individualized asset allocation, and custom-tailored investment programs. Accounts are maintained through qualified custodians (Interactive Brokers and Charles Schwab), and the firm manages both performance-fee and non-performance-fee accounts under written advisory agreements.

The firm’s investment process combines fundamental and technical analysis and implements both long-term buy-and-hold positions and shorter-term trading as appropriate; it uses a range of instruments including stocks, bonds, ETFs, inverse ETFs, and cryptocurrency-linked ETFs. Portfolios are managed on a discretionary basis with regular monitoring and rebalancing, and the adviser documents its strategies and trade allocation procedures in its policies.

Noteworthy for a firm its size, Zor Capital offers performance-based fee arrangements to qualified clients and discloses specific policies to mitigate conflicts that can arise between performance and non-performance accounts. The brochure also discloses that the firm’s principal maintains a public-facing financial-education presence (a weekly social-media chat and a paid educational website), an activity the firm notes alongside its code of ethics and supervisory procedures.

Client services

Portfolio management

Expertise

Active portfolio management Tax-loss harvesting

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Fee options

Performance-based

20% of net returns on qualified clients' accounts

Other

Account minimum: $25,000

Main office location

Zor Capital, LLC

477 Madison Ave., 6 Th Floor

New York NY 10022, United States

Number of offices

4

Most active in

California · Louisiana · Massachusetts · 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

Advisors at this firm

user avatar

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.

Active portfolio management Tax-loss harvesting
user avatar

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.

Active portfolio management Tax-loss harvesting
user avatar

Michael N

Series 63, Series 65

Newport Beach, CA

Zor Capital, LLC

Michael Nahass is a financial advisor at Zor Capital, LLC in Newport Beach, CA, holding Series 63 and Series 65 licenses with 20 years of industry experience. His prior work includes roles at Acer Capital, LLC and Terra Tech Corp. Outside of advisory services, he is involved in real estate development and management consulting through his roles as managing member of several non-investment related companies. Zor Capital serves individual and high-net-worth clients by offering discretionary portfolio management with customized investment programs. The firm employs a combination of fundamental and technical analysis, managing portfolios across various instruments and providing both performance-fee and non-performance-fee account options.

Active portfolio management Tax-loss harvesting
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