Zenith Advisory Group, LLC

Zenith Advisory Group, LLC (CRD# 287801) is a financial advisory firm headquartered in Centerville, OH. They manage $53,858,490 in 136 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    54
    MILLION
  • Total Number of Accounts
    136
    ACCOUNTS
  • Average Account Value
    $396,018
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IA, MO, OH, TX

Financial Advisors at Zenith Advisory Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jay A. Grandfield
CRD#: 4028621
10554 Success Lane, Suite G, Centerville, OH 45458

Jay Grandfield (CRD# 4028621) is an Investment Advisor Representative working at Zenith Advisory Group, LLC in Centerville, OH and has over 22 years of experience in the finance industry.

2
Matthew R. Lyon
CRD#: 5242333
Union, KY

Matthew Lyon (CRD# 5242333) is an Investment Advisor Representative working at Zenith Advisory Group, LLC in Union, KY and has over 17 years of experience in the finance industry.

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