Investment adviser · CRD 321689
ZENITH ADVISORY GROUP, LLC
Investment adviser filing (IA)
THE VILLAGES, FL, United States · Form ADV filed Feb 18, 2026
- Regulatory AUM
- $115M Form ADV · Item 5.F
- Client accounts
- 706 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 25 | $71,574,738 | 62.0% |
| Individuals | 161 | $43,862,682 | 38.0% |
Filing source
Form ADV 2053460 · Feb 18, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 18, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Educational seminars
Compensation
Fixed
Principal office
1068 LAKE SUMTER LANDINGTHE VILLAGES, FL, 32162, United States
CRD 321689
Filing source
Form ADV 2053460 · Feb 18, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.