A complete list of active advisors currently associated with Zou Capital Management LLC

Warmer can help you find a great advisor at Zou Capital Management LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Zou Capital Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.