# Zenith Advisory Group, LLC

> Zenith Advisory Group, LLC is an SEC-registered investment advisory firm in The Villages, FL, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 18, 2026.

- CRD: 321689
- Filed as: ZENITH ADVISORY GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: The Villages, FL
- Filing period: October 2026
- Form ADV filing dated: February 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/321689
- AdvisorCensus page: https://advisorcensus.com/firm/zenith-advisory-group-llc-the-villages-fl-321689

## 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: fixed fees (other than subscription fees).

**How much does Zenith Advisory Group, LLC charge?**
Its Form ADV Part 2A brochure dated February 18, 2026 states: Flat fee: $500 to $2,500 (creating client financial plans). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Zenith Advisory Group, LLC located?**
Zenith Advisory Group, LLC's principal office is in The Villages, FL, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Zenith Advisory Group, LLC registered with the SEC or a state?**
Zenith Advisory Group, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 321689.

**How much does Zenith Advisory Group, LLC manage?**
Zenith Advisory Group, LLC reports $115,437,420 in regulatory assets under management in its Form ADV filing dated February 18, 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) (161); high net worth individuals (25).

**Which custodians does Zenith Advisory Group, LLC use?**
Zenith Advisory Group, LLC's 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.

**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 SEC record: https://adviserinfo.sec.gov/firm/summary/321689

**Does Zenith Advisory Group, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 18, 2026 says: "There is no account minimum for any of Zenith’s services."

**What changed in Zenith Advisory Group, LLC's recent Form ADV filings?**
In the March 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 18, 2026)

- Account minimum: None

> There is no account minimum for any of Zenith’s services.

- Flat fee: $500 to $2,500 (creating client financial plans)

> The negotiated fixed rate for creating client financial plans is between $500 - $2,500.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., 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: $115,437,420
- Discretionary: $115,437,420
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 161 | $43,862,682 |
| High net worth individuals | 25 | $71,574,738 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, LA, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Ocala, FL

### Websites listed on Form ADV (Item 1.I)
- zenith-advisor.com
- Facebook @Zenith-Advisory-Group-100686519269851
- LinkedIn @zenith-advisory-group
- X @zenith_advisory

## Changes in the filing (last 12 months)

### March 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Zenith Advisory Group, LLC (CRD 321689): Form ADV filing data as of October 2026.