# Zenith Advisory Group, LLC

> Zenith Advisory Group, LLC is a state-registered investment advisory firm in Centerville, OH, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 287801
- Filed as: ZENITH ADVISORY GROUP, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Centerville, OH
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/287801
- AdvisorCensus page: https://advisorcensus.com/firm/zenith-advisory-group-llc-centerville-oh-287801

## Quick answers

**How is Zenith Advisory Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Zenith Advisory Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Zenith Advisory Group, LLC located?**
Zenith Advisory Group, LLC's principal office is in Centerville, OH, according to its Form ADV.

**Is Zenith Advisory Group, LLC registered with the SEC or a state?**
Zenith Advisory Group, LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 287801.

**How much does Zenith Advisory Group, LLC manage?**
Zenith Advisory Group, LLC reports $65,319,326 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Zenith Advisory Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (129); high net worth individuals (10).

**Does Zenith Advisory Group, LLC 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/287801

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $65,319,326
- Discretionary: $65,319,326
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 129 | $50,494,036 |
| High net worth individuals | 10 | $14,825,290 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IA, MO, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- zenithwealthadvisory.com
- LinkedIn @jaygrandfield

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Zenith Advisory Group, LLC (CRD 287801): Form ADV filing data as of October 2026.