AdvisorCensus / Financial advisors / Virginia / Richmond / Z3 Capital Partners
Z3 Capital Partners
Filed as Z3 CAPITAL PARTNERS · Legal name Z3 Capital Partners, LLC
Z3 Capital Partners is an SEC-registered investment advisory firm in Richmond, VA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 11, 2026.
Quick answers
From the filingHow is Z3 Capital Partners compensated?
On its Form ADV (Item 5.E, October 2026), Z3 Capital Partners reports these compensation arrangements: a percentage of assets under its management.
Where is Z3 Capital Partners located?
Z3 Capital Partners' principal office is in Richmond, VA, according to its Form ADV.
Is Z3 Capital Partners registered with the SEC or a state?
Z3 Capital Partners is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 336791.
How much does Z3 Capital Partners manage?
Z3 Capital Partners reports $466,781,953 in regulatory assets under management in its Form ADV filing dated September 11, 2026 (100% discretionary).
How have Z3 Capital Partners' assets and staff changed since 2025?
In the Form ADV data for Z3 Capital Partners: Regulatory assets under management: $0 in the October 2025 data and $466,781,953 in the October 2026 data. Total employees: 5 in October 2025 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Z3 Capital Partners serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (241); high net worth individuals (62); corporations or other businesses not listed above (7).
Which custodians does Z3 Capital Partners use?
Z3 Capital Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Z3 Capital Partners 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/336791
Does Z3 Capital Partners state an account minimum?
Its Form ADV Part 2A brochure dated March 13, 2026 says: "Z3 generally imposes a minimum initial investment of $500,000 to open an account. However, Z3 does reserve the right to accept or decline a potential client for any reason in its sole discretion."
What changed in Z3 Capital Partners' recent Form ADV filings?
In the April 2026 filing data: Registered or notice-filed in FL, NC, PA, SC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $500,000
The brochure's wording
Z3 generally imposes a minimum initial investment of $500,000 to open an account. However, Z3 does reserve the right to accept or decline a potential client for any reason in its sole discretion.
As stated in the firm's Form ADV Part 2A brochure dated March 13, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$466,781,953 as of October 2026, filing dated September 11, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Legal name
- Z3 Capital Partners, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 5. Performing investment advisory functions: 3.
- Wrap fee program participation
- Yes.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
6 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $466,781,953 | 5 | September 11, 2026 |
| October 2025 | $0 | 5 | July 2, 2025 |
Regulatory assets under management: $0 in the October 2025 data and $466,781,953 in the October 2026 data.
Total employees: 5 in October 2025 and 5 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Registered or notice-filed in FL, NC, PA, SC.
- January 2026
- No longer registered or notice-filed in VI.
- December 2025
- Regulatory assets under management went from $0 to $491,295,700.
- Employees performing advisory functions went from 2 to 3.
- Registered or notice-filed in TX, VA.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Z3 Capital Partners (CRD 336791): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/z3-capital-partners-richmond-va-336791