Zeo Capital Advisors, LLC

Zeo Capital Advisors, LLC (CRD# 150783) is a financial advisory firm headquartered in San Francisco, CA. They manage $445,014,277 in 12 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    445
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $37,084,523
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 - 4 of 4 top financial advisors.
1
Venkatesh M. Reddy
CRD#: 2520793
1 Montgomery Street, Suite 3450, San Francisco, CA 94104

Venkatesh Reddy (CRD# 2520793) is an Investment Advisor Representative working at Zeo Capital Advisors, LLC in San Francisco, CA and has over 24 years of experience in the finance industry.

2
Paige R. Uher
CRD#: 6986153
1 Montgomery Street, Suite 3450, San Francisco, CA 94104

Paige Uher (CRD# 6986153) is an Investment Advisor Representative working at Zeo Capital Advisors, LLC in San Francisco, CA and has over 2 years of experience in the finance industry.

3
Marcus N. Moore
CRD#: 7182144
1 Montgomery Street, Suite 3450, San Francisco, CA 94104

Marcus Moore (CRD# 7182144) is an Investment Advisor Representative working at Zeo Capital Advisors, LLC in San Francisco, CA and has 1 year of experience in the finance industry.

4
Andrew H. Oeth
CRD#: 7283021
1 Montgomery Street, Suite 3450, San Francisco, CA 94104

Andrew Oeth (CRD# 7283021) is an Investment Advisor Representative working at Zeo Capital Advisors, LLC in San Francisco, CA and has 1 year of experience in the finance industry.

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