Zenith Solutions, Inc.
- Regulatory AUM
- $151M
- Discretionary
- $141M
- Clients
- 325
- Avg AUM / client
- $465K
- Accounts
- 789
- Employees
- 11
AUM over time
Annual snapshots from Form ADV filings · as of May 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 267 | $32.5M | 21.5% |
| High net worth individuals | 31 | $55.8M | 37.0% |
| Charitable organizations | 24 | $61.6M | 40.8% |
| Corporations and other businesses | 3 | $1.1M | 0.72% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jason Michael Ray | Elected Manager, Shareholder, Cco, Ceo | May 2019 (7y) | 25% – 50% | |
| Ray, James | Shareholder | May 2019 (7y) | 25% – 50% | |
| Chelsea Ransom Cooper | Shareholder | CFP | Jan 2021 (6y) | 25% – 50% |
| Shah, Partheev | Shareholder | Jun 2022 (4y) | 10% – 25% | |
| Raeonna Aleumay Jefferson | Registered representative | Feb 2024 (2y) | ||
| Fahmin Fardous | Registered representative | CFP | Mar 2024 (2y) | |
| Andrew Tudor | Registered representative | CFP | Apr 2024 (2y) | |
| Jesse James Wideman | Registered representative | CFP | Jun 2025 (1y) | |
| Nina C Milligan | Registered representative | CFP | Jan 2026 (1y) |
Undisclosed: 0% – 15% 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) | 05/27/2026 | 896 KB | 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $89.3M (59% of AUM) May 2026
- Truist Financial Corp $54.6M (36% of AUM) May 2026
- Altruist Financial $54.6M (36% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: May 27, 2026.
View current Form ADV (SEC/IAPD) ↗