# RP Zeigler Investment Services

> RP Zeigler Investment Services is a state-registered investment advisory firm in Peoria, IL, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 23, 2026.

- CRD: 297925
- Filed as: RP ZEIGLER INVESTMENT SERVICES
- Legal name: RP Zeigler Investment Services, Inc
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Peoria, IL
- Filing period: October 2026
- Form ADV filing dated: September 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/297925
- AdvisorCensus page: https://advisorcensus.com/firm/rp-zeigler-investment-services-peoria-il-297925

## Quick answers

**How is RP Zeigler Investment Services compensated?**
On its Form ADV (Item 5.E, October 2026), RP Zeigler Investment Services reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is RP Zeigler Investment Services located?**
RP Zeigler Investment Services' principal office is in Peoria, IL, according to its Form ADV.

**Is RP Zeigler Investment Services registered with the SEC or a state?**
RP Zeigler Investment Services is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 297925.

**How much does RP Zeigler Investment Services manage?**
RP Zeigler Investment Services reports $64,707,084 in regulatory assets under management in its Form ADV filing dated September 23, 2026 (100% discretionary).

**What types of clients does RP Zeigler Investment Services serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (68); high net worth individuals (15).

**Does RP Zeigler Investment Services report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/297925

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $64,707,084
- Discretionary: $64,707,084
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 68 | $28,712,147 |
| High net worth individuals | 15 | $35,994,937 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2018 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- rpzeigler.com
- Facebook @rockiezeigleriii
- LinkedIn @rockie-zeigler-iii-1a6b30173
- X @RPZ_3

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. RP Zeigler Investment Services (CRD 297925): Form ADV filing data as of October 2026.