Z
Zou Capital Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$330,000
Clients
7
0% 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
7
Very LowAverage account size
$47,143
About
Zou Capital Management provides discretionary portfolio management to individuals (including both non‑high‑net‑worth and high‑net‑worth clients), corporations, and other business entities, and offers model portfolios designed for varying risk tolerances as well as advice related to IRA rollovers. The firm charges percentage‑of‑AUM advisory fees and does not operate a wrap fee program.
The firm implements investment decisions using a mix of charting, fundamental, technical, cyclical, and economic analysis and may deploy both long‑ and short‑term strategies. Clients grant Zou Capital full discretionary authority (the firm states it does not permit clients to limit that discretion), and portfolios may include derivatives and forward contracts in separately managed accounts, which introduces additional market, tax, and liquidity considerations.
Zou Capital is a newly formed, single‑advisor practice (founded February 2022) managing approximately $330,000 in discretionary assets across seven client accounts, a scale that is small compared with many peers. The firm requires clients to direct brokerage to Charles Schwab for custody and execution, does not provide proxy‑voting services, and relies on custodian statements for fee deductions and account reporting.
Client services
Portfolio management
Expertise
Wealth management
Passive / index investing
Fee options
$0 - $249,999: 0.75% $250,000 - $499,999: 0.65% $500,000+: 0.50%
Main office location
Zou Capital Management LLC
Flushing NY, United States
Number of offices
1
Most active in
Zou Capital Management LLC has reported serving >5 clients in these states in the last 12 months.
Florida · New York
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")