# The Zillennial Advisors

> The Zillennial Advisors is an SEC-registered investment advisory firm in Albany, NY, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 31, 2026.

- CRD: 324808
- Filed as: THE ZILLENNIAL ADVISORS
- Legal name: The Zillenial Advisors LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Albany, NY
- Filing period: October 2026
- Form ADV filing dated: July 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/324808
- AdvisorCensus page: https://advisorcensus.com/firm/the-zillennial-advisors-albany-ny-324808

## Quick answers

**How is The Zillennial Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), The Zillennial Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is The Zillennial Advisors located?**
The Zillennial Advisors' principal office is in Albany, NY, according to its Form ADV.

**Is The Zillennial Advisors registered with the SEC or a state?**
The Zillennial Advisors is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 324808.

**How much does The Zillennial Advisors manage?**
The Zillennial Advisors reports $1,484,874 in regulatory assets under management in its Form ADV filing dated July 31, 2026 (0% discretionary).

**How have The Zillennial Advisors' assets and staff changed since 2025?**
In the Form ADV data for The Zillennial Advisors: Regulatory assets under management: $0 in the October 2025 data and $1,484,874 in the October 2026 data. Total employees: 4 in October 2025 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does The Zillennial Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (61).

**Does The Zillennial Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/324808

**What changed in The Zillennial Advisors' recent Form ADV filings?**
In the May 2026 filing data: Employees performing advisory functions went from 4 to 3. Regulatory assets under management went from $0 to $1,484,874. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $1,484,874
- Discretionary: $469
- Non-discretionary: $1,484,405

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 61 | $1,484,874 |
| High net worth individuals | Fewer than 5 | $0 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $0 |
| Other | Fewer than 5 | $0 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- thezillennialadvisors.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $0 | 4 | July 26, 2025 |
| October 2026 | $1,484,874 | 3 | July 31, 2026 |

Regulatory assets under management: $0 in the October 2025 data and $1,484,874 in the October 2026 data.
Total employees: 4 in October 2025 and 3 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Employees performing advisory functions went from 4 to 3.
- Regulatory assets under management went from $0 to $1,484,874.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Zillennial Advisors (CRD 324808): Form ADV filing data as of October 2026.