# Zrcor Inc.

> Zrcor Inc. is a state-registered investment advisory firm in Monterey, CA, registered since 2008, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 28, 2026.

- CRD: 147705
- Filed as: ZRCOR INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Monterey, CA
- Filing period: October 2026
- Form ADV filing dated: February 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/147705
- AdvisorCensus page: https://advisorcensus.com/firm/zrcor-inc-monterey-ca-147705

## Quick answers

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

**Where is Zrcor Inc. located?**
Zrcor Inc.'s principal office is in Monterey, CA, according to its Form ADV.

**Is Zrcor Inc. registered with the SEC or a state?**
Zrcor Inc. is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 147705.

**How much does Zrcor Inc. manage?**
Zrcor Inc. reports $10,646,091 in regulatory assets under management in its Form ADV filing dated February 28, 2026 (100% discretionary).

**What types of clients does Zrcor Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (7); high net worth individuals (6).

**Does Zrcor Inc. 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/147705

## 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: $10,646,091
- Discretionary: $10,646,091
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $3,159,818 |
| High net worth individuals | 6 | $7,486,273 |
| 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)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2008 (18 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Zrcor Inc. (CRD 147705): Form ADV filing data as of October 2026.