Zenith Advisory Group, LLC: new SEC registration, $115M AUM, The Villages, FL
Zenith Advisory Group, LLC (The Villages, Florida): new SEC registration, $115M AUM, The Villages, FL. Its amount of 115 is below the median of 134 (31st percentile). Dated 271 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 115 · 31th percentile of 1,149 NewRiaPulse records · 0.9x the median
Free preview: all 11 published fields of this record are shown below. Locked: 112 related FL NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Zenith Advisory Group, LLC |
| Legal name | Zenith Advisory Group, LLC |
| CRD | 321689 |
| Status | Approved |
| Registered with the SEC | 2026-02-06 |
| Latest Form ADV filing | 2026-02-18 |
| Location | The Villages, FL, United States |
| Regulatory AUM | $115,437,420 |
| Accounts | 706 |
| Employees | 4 |
| Website | https://www.facebook.com/Zenith-Advisory-Group-100686519269851 |
| amount percentile | 31th of 1,149 (median 134, 0.9x median) |
| Peer records CSV (113 FL records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-02-06
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (FL first): Kare Manager Holdings, L.P. · Sirenia Capital Management LP · Cip Pe Advisors, LLC · Evertern Wealth, LLC · Hobe Mountain Capital Management LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Zenith Advisory Group, LLC and 113 Florida peers
- Florida NewRiaPulse records like this one: 113
- Zenith Advisory Group, LLC's amount: 31st percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Florida peer: $22,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $115M under management.
- Website on file.
What is the NewRiaPulse record for Zenith Advisory Group, LLC in The Villages, Florida?
Zenith Advisory Group, LLC received SEC registration as an investment adviser (2026-02-06) with $115,437,420 in regulatory assets under management, based in The Villages, FL.
How does Zenith Advisory Group, LLC compare to other Florida NewRiaPulse records?
Its amount of 115 is below the median (31th percentile); smaller records often move faster and face less competition. It is 271 days old; check the official source for later updates before acting.
Zenith Advisory Group, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Zenith Advisory Group, LLC | The Villages, FL | 115 | 31st | 2026-02-06 |
| Knecht Capital Management, LLC | 116 | 33rd | 2026-09-23 | |
| Leonard Advisory Group LLC | Saint Joseph, MI | 114 | 30th | 2026-09-16 |
| Endeavor Advisors LLC | Phoenix, AZ | 114 | 30th | 2026-09-14 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.