Data / Investment advisers / Utah / Zions Capital Advisors, Inc.
Zions Capital Advisors, Inc., Salt Lake City, UT: $831 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Zions Capital Advisors, Inc. is an SEC registered investment adviser with its main office in Salt Lake City, Utah and reports $831 million in regulatory assets under management in its Form ADV filed March 24, 2026. Its clients include state and municipal governments. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Zions Capital Advisors, Inc. (CRD number 131308): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 131308
- SEC file number
- 801-63287
- SEC status
- Approved, effective July 28, 2004
- Main office
- Zions Capital Advisors One South Main St., 12th Floor, Salt Lake City, UT 84133
- Phone
- (800) 608-3202
- Website
- ilmgmt.com
- Regulatory AUM
- $830,754,722 in the Form ADV filed March 24, 2026
- Discretionary AUM
- $830,754,722
- Accounts
- 58
- Employees
- 14, of which 4 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 24, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| State or municipal government entities | 45 | $830.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $830.8 million | March 24, 2026 |
| December 1, 2025 | $1.46 billion | May 7, 2025 |
Other advisers in Salt Lake City
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Alta Capital Management LLC | Salt Lake City | $1.60 billion | Not listed | adviserinfo.sec.gov |
| Cross Creek Advisors, LLC | Salt Lake City | $1.35 billion | 16 | adviserinfo.sec.gov |
| Truenorth Wealth | Salt Lake City | $1.27 billion | Not listed | adviserinfo.sec.gov |
| Three Seasons Wealth | Salt Lake City | $1.23 billion | Not listed | adviserinfo.sec.gov |
| Taylor Derrick Capital, L.L.C. | Salt Lake City | $910.7 million | 10 | adviserinfo.sec.gov |
| M3f, Inc. | Salt Lake City | $778.2 million | 1 | adviserinfo.sec.gov |
| Lep Management LLC | Salt Lake City | $585.2 million | 4 | adviserinfo.sec.gov |
| Jacobsen Capital Management | Salt Lake City | $562.9 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Salt Lake City, UT
- Investment advisers in Utah
- Advisers with $500 million to $1 billion in AUM
- Advisers serving state and municipal governments
- Zions Capital Advisors, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.