Zou Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Zou Capital Management provides discretionary portfolio management to individuals (including both non‑high‑net‑worth and high‑net‑worth clients), corporations, and other business entities, and offers model portfolios designed for varying risk tolerances as well as advice related to IRA rollovers. The firm charges percentage‑of‑AUM advisory fees and does not operate a wrap fee program.
The firm implements investment decisions using a mix of charting, fundamental, technical, cyclical, and economic analysis and may deploy both long‑ and short‑term strategies. Clients grant Zou Capital full discretionary authority (the firm states it does not permit clients to limit that discretion), and portfolios may include derivatives and forward contracts in separately managed accounts, which introduces additional market, tax, and liquidity considerations.
Zou Capital is a newly formed, single‑advisor practice (founded February 2022) managing approximately $330,000 in discretionary assets across seven client accounts, a scale that is small compared with many peers. The firm requires clients to direct brokerage to Charles Schwab for custody and execution, does not provide proxy‑voting services, and relies on custodian statements for fee deductions and account reporting.
Client services
Expertise
Fee options
$0 - $249,999: 0.75% $250,000 - $499,999: 0.65% $500,000+: 0.50%
Main office
Flushing NY
Advisors at this office
1
Most active in
Florida · New York
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")