ZHP Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$37,032,692
This total excludes 5 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
74
16% high-net worth
Total advisors
1
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
74
Average account size
$500,442
About
ZHP Capital is a small supported advisory firm managing roughly $37 million for about 74 clients, primarily individuals (including a subset of high-net-worth clients), trusts and small businesses. The firm provides portfolio management, limited financial planning, pension and retirement consulting, and ad hoc investment consulting engagements.
The firm follows a long-term, buy-and-hold approach that emphasizes diversification, asset allocation and selection of high-quality, liquid securities such as no-load mutual funds, ETFs, large-cap stocks and investment-grade bonds, and it manages accounts on both discretionary and non-discretionary bases guided by written investment policy statements. It also offers a subscription-style Financial Coaching service targeted at younger clients that delivers ongoing retirement-account guidance and, unusually for an advisor, includes preparation of clients’ annual tax returns.
Distinctive features include the firm’s provision of accounting, bookkeeping and tax-preparation services alongside advisory work and disclosed promoter agreements that allow for compensated endorsements or testimonials in advertising, both of which are uncommon among peers. The firm typically recommends major custodians and emphasizes low-turnover, low-cost fund choices, while retaining flexibility to waive stated account minimums and to offer both consulting-only and implementation services.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Asset allocation
Expertise
College savings (529s, UTMA, etc.)
Demographic focus
Young Professionals
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.
Main office location
ZHP Capital LLC
Inverness IL, United States
Number of offices
1
Most active in
ZHP Capital LLC has reported serving >5 clients in these states in the last 12 months.
Illinois
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 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.
Forms ADV
Quick links
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