# Z3 Capital Partners

> 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.

- CRD: 336791
- Filed as: Z3 CAPITAL PARTNERS
- Legal name: Z3 Capital Partners, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Richmond, VA
- Filing period: October 2026
- Form ADV filing dated: September 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/336791
- AdvisorCensus page: https://advisorcensus.com/firm/z3-capital-partners-richmond-va-336791

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 13, 2026)

- Account minimum: $500,000

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Raymond James & Associates, Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $466,781,953
- Discretionary: $466,781,953
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 241 | $143,495,955 |
| High net worth individuals | 62 | $270,389,560 |
| Charitable organizations | 1 | $546,678 |
| Corporations or other businesses not listed above | 7 | $52,349,760 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, NC, PA, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- z3capital.com
- Facebook @Z3-Capital-Partners
- LinkedIn @11386218

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $0 | 5 | July 2, 2025 |
| October 2026 | $466,781,953 | 5 | September 11, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Z3 Capital Partners (CRD 336791): Form ADV filing data as of October 2026.