David Johnson
Advisor at ZHP Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
ZHP Capital LLC
Location
Inverness, IL
Credentials
CFA®, Series 65
Industry experience
17 years
About
David Johnson is a CFA® charterholder and holds a Series 65 license, with 17 years of experience in the financial industry. He has been the principal advisor at ZHP Capital LLC since 2008 and serves as an adjunct faculty member at the University of Phoenix, teaching economics and finance courses. ZHP Capital LLC serves individual investors, trustees, and small businesses with portfolio management, investment consulting, pension consulting, and a subscription-style financial coaching service. The firm combines investment advisory services with accounting, bookkeeping, and tax-preparation offerings, focusing on long-term, diversified asset allocation and serving both discretionary and non-discretionary accounts.
Client services
Based on ZHP Capital LLC
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Asset allocation
Fee options
Initial consultation fees range from $1,000 to $2,500 depending on complexity; annual reviews minimum $500; quarterly reviews minimum $750.
$0 - $5 million: 0.50% annually Over $5 million+: 0.375% annually
Up to $250 per hour for investment consulting services.
Financial Coaching service charges $50-$175 per month, negotiated annually.
Account minimum: $500,000 Fee-only: Asset-based fees per tiered schedule; also fixed or hourly fees for consulting; subscription fees for Financial Coaching service.
Location
Inverness, IL
Most active in
David J has reported serving >5 clients in these states in the last 12 months.
Illinois
Work history
Zhp Capital
2008 - Present (18 years)
University Of Phoenix
2007 - Present (19 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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