ZENITH ADVISORY GROUP, LLC

ZENITH ADVISORY GROUP, LLC of THE VILLAGES, FL is an SEC-registered investment adviser (CRD 321689). Regulatory assets under management: $115.4M.

Registration

• CRD: 321689
• SEC file number: 801-135252
• Type: Registered investment adviser
• Location: 1068 LAKE SUMTER LANDING, THE VILLAGES, FL, 32162
• Phone: 352-282-0810
• Latest filing: 2026-02-18
• Regulatory AUM: $115.4M
• Discretionary AUM: $115.4M
• Clients: 4
• Accounts: 706

Business model

Compensation: Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 321689 on SEC IAPD (source of record)
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