RIA Intel›Advisers›Michigan›ZEPHYR INVESTMENT ADVISERS LLC

ZEPHYR INVESTMENT ADVISERS LLC

Advisory

MI

Data as of Feb 4, 2026 · Source: SEC Form ADV

Average account

$51K

across 104 accounts

AUM per adviser

$5M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 4, 2026.

Total AUM

$5M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$5M

Discretionary AUM$4M

Non-Discretionary AUM$2M

Discretionary %70.1%

Total Clients67

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMI

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

67 clients

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

See plansIncluded with the Intelligence plan

Advisers of similar size in MI

Closest by assets under management. All figures from Form ADV.

STEPHENS CONSULTING, LLC

$5M

TOWER RIDGE INVESTMENT MANAGEMENT LLC

$5M

BRIGMAN FINANCIAL GROUP, INC

$5M

DV KILL ADVISORY SERVICES, LLC

$5M

THIRD COAST SECURITIES LLC

$5M

CABOT ETF PARTNERS, LLC.

$5M

Get the full picture on ZEPHYR INVESTMENT ADVISERS LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track ZEPHYR INVESTMENT ADVISERS LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans