# Zimmerman Capital Management

> Zimmerman Capital Management is a state-registered investment advisory firm in Salem, OH, registered since 2000, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 120619
- Filed as: ZIMMERMAN CAPITAL MANAGEMENT
- Legal name: Zimmerman Capital Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Salem, OH
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/120619
- AdvisorCensus page: https://advisorcensus.com/firm/zimmerman-capital-management-salem-oh-120619

## Quick answers

**How is Zimmerman Capital Management compensated?**
On its Form ADV (Item 5.E, October 2026), Zimmerman Capital Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Zimmerman Capital Management located?**
Zimmerman Capital Management's principal office is in Salem, OH, according to its Form ADV.

**Is Zimmerman Capital Management registered with the SEC or a state?**
Zimmerman Capital Management is a state-registered investment advisory firm, registered since 2000. Status as filed: APPROVED. CRD 120619.

**How much does Zimmerman Capital Management manage?**
Zimmerman Capital Management reports $95,217,015 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**What types of clients does Zimmerman Capital Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (30); individuals (other than high net worth individuals) (26); pension and profit sharing plans (but not the plan participants or government pension plans) (6).

**Does Zimmerman Capital Management 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/120619

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $95,217,015
- Discretionary: $95,217,015
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 26 | $9,651,096 |
| High net worth individuals | 30 | $46,163,422 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $23,973,014 |
| Charitable organizations | 2 | $15,429,483 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2000 (26 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- zimmermancapital.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Zimmerman Capital Management (CRD 120619): Form ADV filing data as of October 2026.