Zions Capital Advisors, Inc.
- Regulatory AUM
- $831M
- Discretionary
- $831M
- Clients
- 45
- Avg AUM / client
- $18.5M
- Accounts
- 58
- Employees
- 14
AUM over time
Annual snapshots from Form ADV filings · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| State or municipal government entities | 45 | $831M | 100.0% |
People (13)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jennifer Kyle Hash | Chief Compliance Officer | Jan 2010 (17y) | Less than 5% | |
| Anthony Gino Valeri | President & Director Of Investment Management | CFA | Aug 2024 (2y) | Less than 5% |
| Samuel Lewis Allen | Registered representative | Mar 2015 (11y) | ||
| Catherine Elizabeth Novak | Registered representative | Feb 2017 (9y) | ||
| Richard Joseph Johnson | Registered representative | Jan 2020 (7y) | ||
| Stephen Lawrence Willden | Registered representative | Jan 2020 (7y) | ||
| Bruce O Snow | Registered representative | Jul 2020 (6y) | ||
| Guy Earl Cowden | Registered representative | Jan 2024 (3y) | ||
| Scott Davis Kellner | Registered representative | Aug 2024 (2y) | ||
| Joseph Irvin | Registered representative | CFA | Aug 2024 (2y) | |
| Douglas Robert Gray | Registered representative | Sep 2024 (2y) | ||
| Jordan T Taylor | Registered representative | Aug 2025 (1y) | ||
| Andrew Robert Grill | Registered representative | CFA | Nov 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Zions Bancorporation, N. A. | Parent Company | Dec 2017 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 1.19 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Zions Bancorporation, N.A. $863M (104% of AUM) Mar 2026
- Zb, National Association $837M (100% of AUM) Oct 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗