{
  "crd_number": 150149,
  "slug": "zeit-capital-advisors-greenwood-village-co-150149",
  "primary_business_name": "ZEIT CAPITAL ADVISORS",
  "legal_name": "ZEIT CAPITAL LLC",
  "dbas": [
    "ZEIT CAPITAL ADVISERS",
    "ZEIT CAPITAL ADVISORS"
  ],
  "city": "Greenwood Village",
  "state": "CO",
  "country": "United States",
  "cbsa_code": "19740",
  "metro": {
    "cbsa_code": "19740",
    "common_name": "Denver",
    "msa_name": "Denver-Aurora-Centennial, CO",
    "path": "/advisors/co/denver"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-07-01",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-03-17",
  "carried_forward": false,
  "raum_total": 170110000.0,
  "raum_discretionary": 160910000.0,
  "raum_non_discretionary": 9200000.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 7050000.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 32900000.0,
      "count": 41
    },
    "pension_profit_sharing": {
      "raum": 1780000.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 102250000.0,
      "count": 32
    },
    "corporations_other_businesses": {
      "raum": 26130000.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "WA"
  ],
  "websites": [
    "https://linkedin.com/COMPANY/ZEIT-CAPITAL-LLC",
    "https://zeitcapital.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/150149",
  "city_as_filed": "GREENWOOD VILLAGE",
  "url": "https://advisorcensus.com/firm/zeit-capital-advisors-greenwood-village-co-150149",
  "display_name": "Zeit Capital Advisors",
  "summary": "Zeit Capital Advisors is an SEC-registered investment advisory firm in Greenwood Village, CO, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.",
  "citation": "AdvisorCensus. Zeit Capital Advisors (CRD 150149): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Zeit Capital Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Zeit Capital Advisors reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Zeit Capital Advisors charge?",
      "a": "Its Form ADV Part 2A brochure dated March 17, 2026 states: Up to $2,000,000: 1.5% a year; $2,000,001 to $10,000,000: 1% a year; Above $10,000,001: 0.5% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Zeit Capital Advisors located?",
      "a": "Zeit Capital Advisors' principal office is in Greenwood Village, CO, according to its Form ADV."
    },
    {
      "q": "Is Zeit Capital Advisors registered with the SEC or a state?",
      "a": "Zeit Capital Advisors is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 150149."
    },
    {
      "q": "How much does Zeit Capital Advisors manage?",
      "a": "Zeit Capital Advisors reports $170,110,000 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (95% discretionary)."
    },
    {
      "q": "How have Zeit Capital Advisors' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Zeit Capital Advisors: Regulatory assets under management: $115,835,000 in the October 2021 data and $170,110,000 in the October 2026 data, up 47%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Zeit Capital Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (41); high net worth individuals (32)."
    },
    {
      "q": "Which custodians does Zeit Capital Advisors use?",
      "a": "Zeit Capital Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Zeit Capital Advisors report any disciplinary disclosures?",
      "a": "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/150149"
    },
    {
      "q": "What changed in Zeit Capital Advisors' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $143,650,000 to $170,110,000 (+18%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 115835000.0,
      "total_employees": 1,
      "filing_date": "2021-06-01"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 126750000.0,
      "total_employees": 1,
      "filing_date": "2022-03-08"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 117825000.0,
      "total_employees": 1,
      "filing_date": "2023-08-07"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 135225000.0,
      "total_employees": 1,
      "filing_date": "2024-02-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 143650000.0,
      "total_employees": 1,
      "filing_date": "2025-03-18"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 170110000.0,
      "total_employees": 1,
      "filing_date": "2026-03-17"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $143,650,000 to $170,110,000 (+18%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 17, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $2,000,000",
        "rate": "1.5%"
      },
      {
        "band": "$2,000,001 to $10,000,000",
        "rate": "1%"
      },
      {
        "band": "Above $10,000,001",
        "rate": "0.5%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "None",
    "planning_fees": [],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "Up to $2,000,000: 1.5% a year",
          "$2,000,001 to $10,000,000: 1% a year",
          "Above $10,000,001: 0.5% a year"
        ],
        "quotes": [
          "Client Assets under Our Supervision        Annual Billing % Rate   \n$0 - $2,000,000     1.50% \n$2,000,001 - $10,000,000   1.00% \n$10,000,001+     0.50%"
        ]
      },
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: None"
        ],
        "quotes": [
          "We do not have a minimum annual advisory fee that is charged to our clients. Client fees are based on our stated tiered fee schedule (subject to any discounts) and noted in their related Client Advisory Agreement."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 2000000.0,
          "rate_pct": 1.5
        },
        {
          "min": 2000001.0,
          "max": 10000000.0,
          "rate_pct": 1.0
        },
        {
          "min": 10000001.0,
          "max": null,
          "rate_pct": 0.5
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": 0.0,
      "planning": []
    },
    "quotes": [
      "Client Assets under Our Supervision        Annual Billing % Rate   \n$0 - $2,000,000     1.50% \n$2,000,001 - $10,000,000   1.00% \n$10,000,001+     0.50%",
      "We do not have a minimum annual advisory fee that is charged to our clients. Client fees are based on our stated tiered fee schedule (subject to any discounts) and noted in their related Client Advisory Agreement."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/zeit-capital-advisors-greenwood-village-co-150149.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 41,
      "fewer_than_5": false,
      "raum": 32900000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 32,
      "fewer_than_5": false,
      "raum": 102250000.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 1780000.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 7050000.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 26130000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/150149",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}