Zeo Capital Advisors, LLC

Zeo Capital Advisors, LLC (CRD# 150783) is a financial advisory firm headquartered in San Francisco, CA. They manage $256,541,509 in 13 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    257
    MILLION
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $19,733,962
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Zeo Capital Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Bradford T. Cook
CRD#: 5184190
1 Montgomery Street, Suite 3450, San Francisco, CA 94104
93
Wealthminder
score

Bradford Cook (CRD# 5184190) is an Investment Advisor Representative working at Zeo Capital Advisors, LLC in San Francisco, CA and has over 5 years of experience in the finance industry.

2
Venkatesh M. Reddy
CRD#: 2520793
1 Montgomery Street, Suite 3450, San Francisco, CA 94104
93
Wealthminder
score

Venkatesh Reddy (CRD# 2520793) is an Investment Advisor Representative working at Zeo Capital Advisors, LLC in San Francisco, CA and has over 20 years of experience in the finance industry.

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