RIA Intel›Advisers›Ohio›ZIMMERMAN CAPITAL MANAGEMENT, LLC

ZIMMERMAN CAPITAL MANAGEMENT, LLC

Advisory

SALEM, OH

Data as of Mar 24, 2026 · Source: SEC Form ADV

Rank in OH

#609

of 748 advisers by AUM

Average account

$557K

across 171 accounts

AUM per adviser

$95M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM

$95M

Discretionary %

100%

Clients

64

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$95M

Discretionary AUM$95M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients64

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH

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

64 clients

30 high-net-worth

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

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Advisers of similar size in OH

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

BUCKEYE FINANCIAL SOLUTIONS, INC.

CANTON, OH

$96M

EASTWIND CAPITAL, LLC

WESTERVILLE, OH

$95M

-70.8% 1Y

CUNNINGHAM WEALTH MANAGEMENT LLC

BROADVIEW HEIGHTS, OH

$94M

-1.3% 1Y

JERRY A. LYKE AND ASSOCIATES, INC.

CANTON, OH

$94M

TRANSCEND WEALTH, LLC

WOODMERE, OH

$94M

CARILLON ADVISORS, LLC

BEAVERCREEK, OH

$93M

-8.1% 1Y

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