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| Zions Capital Advisors Inc
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|
|---|---|
| CRD # | 131308 |
| SEC # | 801-63287 |
| CIK # | 0001642056 |
| AUM | $830.8 M (2026-03-24) |
| Employees | 14 (29% Investors, 100% Brokers) |
| Phone | 800-608-3202 |
| Address | Zions Capital Advisors Salt Lake City, UT 84133 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001642056 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Black Stone Minerals LP | 45.6 | ||
| Johnson & Johnson | 7.7 | ||
| Chevron Corp | 5.9 | ||
| Apple Inc | 5.4 | ||
| Microsoft Corp | 5.2 | ||
| Verizon Communications Inc | 4.9 | ||
| PepsiCo Inc | 4.7 | ||
| Coca Cola Co | 4.4 | ||
| AT&T Inc | 4.1 | ||
| Procter & Gamble Co | 3.9 | ||
| AbbVie Inc | 3.5 | ||
| 3M Co | 3.4 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | South Main Private Equity I LLC | 2012-03-28 | 0.0 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 45 | 0.8 |
| (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 | 58 | 0.8 |
| By Discretionary | ||
| Discretionary | 58 | 0.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 58 | 0.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.8 | |
| Total | 58 | 0.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001642056] |
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|---|---|---|
|
New Forests Inc
✚
|
CA | 1.0 |
|
Sandlot Partners LLC
✚
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UT | 0.9 |
|
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Kairos Investment Management Company LLC
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Safanad Inc
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Grafine Capital Holdings LLC
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|
Encore Housing Opportunity Fund Investment Manager LLC
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FL | 0.7 |
|
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|
NY | 0.6 |
|
LISC Fund Management LLC
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|
NY | 0.6 |