# ZENITH ADVISORY GROUP, LLC

ZENITH ADVISORY GROUP, LLC of THE VILLAGES, FL is an SEC-registered investment adviser.

## Registration

- CRD: 321689
- Type: SEC-registered investment adviser
- SEC file number: 801-135252
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Michael Torres | CFO | Doral, FL |
| Bart Alan Patterson | CEO | — |
| Kevin Keen | MANAGING MEMBER | — |
| Krystal L Dale | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/321689/brochure
- Similar advisers: https://search.stillhousedata.com/firm/321689/similar
- Related entities: https://search.stillhousedata.com/firm/321689/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/321689

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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.