Investment adviser · CRD 131308

ZIONS CAPITAL ADVISORS, INC.

Investment adviser filing (IA)

SALT LAKE CITY, UT, United States · Form ADV filed Mar 24, 2026

Regulatory AUM
$831M
Form ADV · Item 5.F
Client accounts
58
Accounts, not individual clients
Employees
14
Reported in this filing
Advisory professionals
4
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Government entities45$830,754,722100.0%
Filing source

Form ADV 2081425 · Mar 24, 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

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

SOUTH MAIN PRIVATE EQUITY I, LLCReal Estate Fund · Last reported Mar 31, 2022$20.7KGross asset value
Auditor WISAN, SMITH, RACKER & PRESCOTT, LLP SALT LAKE CITY, Utah, United States
Custodian ZIONS BANCORPORATION, N.A. SALT LAKE CITY, Utah, United States Related to adviser: Yes
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

WISAN, SMITH, RACKER & PRESCOTT, LLP
PCAOB 374

Fund details & source
Fund ID
805-5680406304
Reported beneficial owners
10
Minimum commitment
$250K

Form ADV 1634404 · Mar 31, 2022 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 24, 2026. View historical filings

Reported services

Business portfolio management

Compensation

Percentage of assets · Fixed

Principal office

ZIONS CAPITAL ADVISORS, ONE SOUTH MAIN ST., 12TH FLOOR
SALT LAKE CITY, UT, 84133, United States

CRD 131308

Filing source

Form ADV 2081425 · Mar 24, 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.