# ZIONS CAPITAL ADVISORS, INC.

ZIONS CAPITAL ADVISORS, INC. of SALT LAKE CITY, UT is an SEC-registered investment adviser.

## Registration

- CRD: 131308
- Type: SEC-registered investment adviser
- SEC file number: 801-63287
- Location: ZIONS CAPITAL ADVISORS, ONE SOUTH MAIN ST., 12TH FLOOR, SALT LAKE CITY, UT, 84133
- Phone: 800-608-3202
- Latest filing: 2026-03-24
- Regulatory AUM: $830.8M
- Discretionary AUM: $830.8M
- Clients: 14
- Accounts: 58

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Pooled vehicles

## Officers, owners & control persons (29)

_Showing 25 of 29 people._

| Name | Role | Location |
| --- | --- | --- |
| Jennifer Kyle Hash | CHIEF COMPLIANCE OFFICER | — |
| Anthony Gino Valeri | PRESIDENT & DIRECTOR OF INVESTMENT MANAGEMENT | — |
| Michael Eric Kessler | DIRECTOR OF FIXED INCOME | — |
| BROWN CLIVE STUART | COO & CFO | — |
| FEIGER GEORGE MARK | DIRECTOR & CEO; PRESIDENT/DIRECTOR | — |
| MAGEE DAVID BRYAN | DIRECTOR; DIRECTOR & PRESIDENT; EXECUTIVE OFFICER | — |
| ROAT BRUCE WILLIAM | DIRECTOR; EXECUTIVE OFFICER | — |
| TRINE THOMAS LEWIS | DIRECTOR | — |
| RODRIGUEZ ROSEMARIE GARCIA | CHIEF COMPLIANCE OFFICER; DIRECTOR & GENERAL COUNSEL; GENERAL COUNSEL (+1 more) | — |
| CONTILLO LISA ANN | DIRECTOR; EXECUTIVE OFFICER | — |
| SCHMALHAUSEN KELLY OWEN | CHIEF COMPLIANCE OFFICER | — |
| BALBUENA MILTON RAFAEL | DIRECTOR; DIRECTOR  & EXECUTIVE OFFICER; EXECUTIVE OFFICER | — |
| BURNETT SCOTT RAYMOND | EXECUTIVE OFFICER; PRESIDENT AND MANAGING DIRECTOR | — |
| JOLLY CHERIE JEAN | CHIEF COMPLIANCE OFFICER | — |
| DAVIS-SCHMIDT LEIGH | CHIEF COMPLIANCE OFFICER | — |
| PRICE MICHAEL WARREN | DIRECTOR, ADVISORY SERVICE | — |
| TAYLOR LINCOLN EARL | CHIEF COMPLIANCE OFFICER; LEGAL COUNSEL | — |
| SATTAR FARAZ | CHIEF FINANCIAL OFFICER | — |
| CRUZ JULIANNE | DIRECTOR, ADVISORY SERVICE; MANAGING DIRECTOR | — |
| CASTLE JULIE GAMLIN | CHIEF EXECUTIVE OFFICER; CHIEF OPERATING OFFICER | — |
| WARNE DAVID NORRIS | DIRECTOR, ADVISORY SERVICE | — |
| ELIAS EUGENE HENRI | DIRECTOR & EXECUTIVE OFFICER; EXECUTIVE OFFICER | — |
| ANDREWS-HIGGINS STEPHANIE LISA | CHIEF COMPLIANCE OFFICER | — |
| HOBURG CARL THOMAS | DIRECTOR | — |
| BURNS CAROL KRISTEN | DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/131308/brochure
- Similar advisers: https://search.stillhousedata.com/firm/131308/similar
- Related entities: https://search.stillhousedata.com/firm/131308/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/131308

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.