Zeit Capital Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$135,150,000
Clients
73
44% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
73
Very HighAverage account size
$1,851,370
About
Zeit Capital Advisors manages approximately $170.1 million across about 73 client relationships and provides discretionary and non‑discretionary portfolio management along with written and ongoing financial planning. The firm advises individual investors as well as offering non‑securities guidance on tax, estate, business and retirement planning matters.
The firm’s investment approach emphasizes broadly diversified, passive asset allocation implemented largely through exchange‑traded funds, with periodic rebalancing and portfolio construction that reflects each client’s time horizon, liquidity needs and risk tolerance. Portfolios may also include individual stocks, bonds and mutual funds when appropriate, and the firm manages most assets on a discretionary basis while providing rollover advice for retirement accounts under applicable fiduciary standards.
Uncommonly for an independent advisor of this size, the firm also serves corporate and business accounts, charitable organizations, pension and profit‑sharing plans, and provides portfolio management for institutional clients in addition to individual investors. The firm’s investment advisor representative holds the CFP® designation and draws on prior wealth management and accounting experience, and the brochure discloses practices around fee debiting and standing transfer authorizations when applicable.
Client services
Financial planning
Portfolio management
Expertise
Passive / index investing
General retirement planning
Fee options
$0 - $2,000,000: 1.50% $2,000,001 - $10,000,000: 1.00% $10,000,001+: 0.50%
Main office location
Zeit Capital Advisors
Greenwood Village CO, United States
Number of offices
1
Most active in
Zeit Capital Advisors has reported serving >5 clients in these states in the last 12 months.
California · Colorado · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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 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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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