RIA Intel›Advisers›Ohio›ZENITH ADVISORY GROUP, LLC

ZENITH ADVISORY GROUP, LLC

Advisory

CENTERVILLE, OH

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in OH

#688

of 748 advisers by AUM

Average account

$470K

across 139 accounts

AUM per adviser

$33M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$65M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$65M

Discretionary AUM$65M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients139

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, IA, MO, OH, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

139 clients

10 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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