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Asset manager · Salt Lake City, UT

Zions Capital Advisors, Inc.

SEC-registered investment adviser · CRD 131308 · SEC 801-63287

At a glance

Zions Capital Advisors, Inc. is an SEC-registered investment adviser based in Salt Lake City, Utah, with $831 million in regulatory assets under management as of its Form ADV filed March 24, 2026. Its largest client group by assets is state or municipal government entities. By Form ADV it is a asset manager, ranked 1,450th of 3,218 asset managers and 5,964th of 17,210 SEC-registered advisers by assets.

Main office 800-608-3202ilmgmt.comAs filed on Form ADV

Regulatory AUM
$831M
Rank among asset managers
#1,450 of 3,218
Rank among all SEC RIAs
#5,964 of 17,210
Rank in Utah
#43 of 151
Clients
45
Accounts
58
Discretionary
100% of AUM
Employees
14
Advisory staff
4
Offices
1

Owners and executives on its Form ADV

Custody and brokerage

Custodian

  1. Zions BankAffiliate of the firm$863M

Other RIAs using Zions Bank

Broker-dealer

Hybrid RIA

Zions Capital Advisors, Inc. is a hybrid RIA: 14 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: Zions Bancorporation, N.A. and Zions Direct, Inc..

Other hybrid RIAs

Who it serves

Client typeClientsRegulatory AUMShare
State or municipal government entities45$831M100%

Disciplinary disclosures

Zions Capital Advisors, Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗

Services

  • Portfolio management for businesses and institutions

How it’s paid

  • A percentage of assets under management
  • Fixed fees

Form ADV and brochures on the SEC’s adviser search ↗ilmgmt.com ↗

AtlasMembers

The full record on Zions Capital Advisors, Inc.

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, ten years of filings
Locked
Growth over one, three and five years
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Rank against 1,017 peers of its type and size
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Owners and executives, with titles and stakes
3 namedLocked
Main office, fax and compliance officer
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Filing changes this year, with alerts
1Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does Zions Capital Advisors, Inc. manage?

Zions Capital Advisors, Inc. reports $831 million in regulatory assets under management across 58 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 24, 2026.

What kind of firm is Zions Capital Advisors, Inc.?

Zions Capital Advisors, Inc. is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals. It reports a bank or thrift among its related persons. A public reporting company controls it.

Who are Zions Capital Advisors, Inc.’s clients?

By assets, its largest client types are state or municipal government entities ($831 million, 45 clients).

Does Zions Capital Advisors, Inc. have any disciplinary history?

Zions Capital Advisors, Inc. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.

Where these numbers come from

Every figure is Zions Capital Advisors, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-24), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →