Prosper, TX Office

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Zor Capital, LLC logo

Zor Capital, LLC

Supported

Firm-wide stats for Zor Capital, LLC

Total advisors

3

Across 3 offices

Clients per advisor

13 Very Low

Avg AUM per client

$738,731 Typical

HNW client ratio

50% High

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.

Based on Zor Capital, LLC

Expertise

Active portfolio management Tax-loss harvesting

Based on Zor Capital, LLC

Location

Prosper TX

Advisors at this office

1

View complete list of advisors at this office
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