Zimmer Capital Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,190,646
Total clients
2
50% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
2
Average account size
$595,323
About
Zimmer Capital Management LLC serves individual investors and other client types (including trusts, estates and business entities) with discretionary asset management and financial planning. Founded in 2021, the firm reports managing roughly $1.19 million in client assets for two clients.
The adviser constructs portfolios based on each client’s goals, time horizon and risk tolerance and uses both fundamental and technical analysis to guide investment selection. ZCM provides discretionary trading authority and may implement a range of strategies — including long- and short-term positions, option writing and margin trading — and conducts account reviews at least quarterly.
The firm is a solo-practitioner practice but is notable for operating two offices while serving only two clients and for the principal’s outside employment in hospitality, which the brochure discloses occupies about 25% of his time. ZCM permits client-imposed investment restrictions, does not require an account minimum, and asks clients to retain proxy voting responsibility (although it will provide voting recommendations on request).
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Cash flow / budgeting
General retirement planning
Fee options
All Assets+: 0.50% annually (Passive Management) All Assets+: 1.00% annually (Active Management)
$50 per hour for financial planning
Main office location
Zimmer Capital Management LLC
Bluffton SC, United States
Number of offices
2
Most active in
Zimmer Capital Management LLC has reported serving >5 clients in these states in the last 12 months.
South Carolina · Utah
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.
Forms ADV
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