Z
zQuant Advisory, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$30,000
Total clients
1
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
1
Average account size
$30,000
About
zQuant Advisory provides portfolio management and financial planning primarily for individual and high‑net‑worth clients and also offers consulting services to pension and other employee benefit plans. The firm serves as the general partner of a pooled investment vehicle (zQuant Fund, LP) and states that it provides advisory services for pooled and institutional accounts in addition to individual accounts.
The firm’s investment approach combines quantitative, cyclical and fundamental analysis and it employs a range of strategies including long‑ and short‑term trading, options, margin transactions, and short sales, while allocating across equities, fixed income, ETFs, private placements, hedge funds, private equity and real estate funds. zQuant generally manages accounts on a discretionary basis and discloses that it may use performance‑based fee arrangements for qualified clients, with policies intended to address the conflicts those arrangements create.
Noteworthy for an independent adviser serving individuals, zQuant’s brochure discloses fund‑sponsor activity (as general partner of zQuant Fund, LP), management of pooled vehicles, and pension consulting — activities that are relatively uncommon among peers. The firm also requires clients to use a specified custodian (Interactive Brokers) and discloses receipt of research/soft‑dollar benefits, factors that can influence trade execution and allocation practices.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Active portfolio management
Options & derivatives strategies
Retirement plans for business owners (SEP, solo 401k)
Fee options
$1,000 to $10,000 fixed fee for financial planning
$200 to $500 per hour
1.00% annual AUM fee plus 20% of capital appreciation for qualified clients
Main office location
zQuant Advisory, LLC
Scottsdale AZ, United States
Number of offices
1
Most active in
zQuant Advisory, LLC has reported serving >5 clients in these states in the last 12 months.
Arizona
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:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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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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