RIA Intel›Advisers›New Mexico›ZIA CAPITAL INVESTMENTS LLC

ZIA CAPITAL INVESTMENTS LLC

Advisory

ALBUQUERQUE, NM

Data as of Apr 30, 2026 · Source: SEC Form ADV

Average account

$29K

across 370 accounts

AUM per adviser

$11M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 30, 2026.

Total AUM

$11M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$11M

Discretionary AUM$11M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients68

Team

Total Employees3

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO, NM, TX, VA

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

68 clients

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

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Advisers of similar size in NM

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

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EDUCATED WALLET LLC

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$13M

COALSON FINANCIAL SERVICES, LLC

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$14M

RANDALL FINANCIAL LLC

$14M

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