# Zeller Kern Business Advisors

> Zeller Kern Business Advisors is a state-registered investment advisory firm in Gold River, CA, registered since 2008, with no regulatory assets under management reported in its Form ADV filing dated May 29, 2026.

- CRD: 144913
- Filed as: ZELLER KERN BUSINESS ADVISORS
- Legal name: Zeller Kern Private Wealth Management, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Gold River, CA
- Filing period: October 2026
- Form ADV filing dated: May 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/144913
- AdvisorCensus page: https://advisorcensus.com/firm/zeller-kern-business-advisors-gold-river-ca-144913

## Quick answers

**How is Zeller Kern Business Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Zeller Kern Business Advisors reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Zeller Kern Business Advisors located?**
Zeller Kern Business Advisors' principal office is in Gold River, CA, according to its Form ADV.

**Is Zeller Kern Business Advisors registered with the SEC or a state?**
Zeller Kern Business Advisors is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 144913.

**Does Zeller Kern Business Advisors 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/144913

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services
- Educational seminars/workshops

### Firm details
- Registered since: 2008 (18 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, ID
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- family-fortunes.com
- zellerkern.com
- zellerkernba.com
- Facebook @zellerkern
- LinkedIn @zeller-kern-private-wealth-management

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Zeller Kern Business Advisors (CRD 144913): Form ADV filing data as of October 2026.