Zenith Investment Management, LLC

Public-record details

Address

7702 E Doubletree Ranch Rd., Suite 300, Scottsdale, AZ 85258

Phone

(858) 716-8500

Listed under

Financial planning, Hourly fees, Flat / fixed fees, % of assets managed

CRD number

288565

Registration

State registered: AZ, CA, CO, CT, MA

Compensation (Form ADV 5.E)

Percentage of assets under management; Hourly charges; Fixed fees; Performance-based fees

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Financial planning; Portfolio management for individuals/small businesses

Regulatory assets under management

$82.4 million

Accounts managed

272

Clients reported (Form ADV 5.D)

102

Individual / high-net-worth clients

72 / 29

Employees

6

Other business activities (Form ADV 6.A)

Also active as: insurance broker or agent

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-09-17

State registered (AZ, CA, CO…) investment adviser, CRD 288565, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 288565 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.
• Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.