Zuma Capital Management, LLC

Zuma Capital Management, LLC (CRD# 285162) is a financial advisory firm headquartered in Chamblee, GA. They manage $6,965,720 in 13 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
5070 Peachtree Blvd, Suite E150, Chamblee, GA 30341
http://www.zumacapitalmgmt.com
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $535,825
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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.

CA, GA, TX

Financial Advisors at Zuma Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Brent Morrison, financial advisor Chamblee GA
Brent S. Morrison
CRD#: 3122472
5070 Peachtree Blvd, Suite E150, Chamblee, GA 30341

Brent Morrison (CRD# 3122472) is an Investment Advisor Representative working at Zuma Capital Management, LLC in Chamblee, GA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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