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| Keyboard |
| MZ Capital Management LLC
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|---|---|
| CRD # | 134726 |
| SEC # | 801-130471 |
| CIK # | |
| AUM | 150.1 M (2026-03-17) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 301-452-4220 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 25 | 21.3 |
| (b) Individuals (high net worth individuals) | 46 | 128.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 71 | 150.1 |
| By Discretionary | ||
| Discretionary | 71 | 150.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 71 | 150.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 150.0 | |
| Total | 71 | 150.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Thrasher & Chambers Wealth Management LLC
✚
|
AR | 151.0 M |
|
Zenith Solutions Inc
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|
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|
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OR | 150.9 M |
|
Poulos Advisors Inc
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|
Optima Capital Management LLC
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AZ | 150.3 M |
|
Atlantis Wealth Advisors LLC
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|
Clearbrook Investment Solutions LLC
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NY | 149.9 M |
|
Legacy Capital Management Limited Liability Company
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|
CA | 149.8 M |
|
Fiduciary Capital Management LLC
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|
WY | 149.2 M |
|
Peak American Investment Advisors Inc
✚
|
TX | 149.0 M |