Zions Capital Advisors, Inc.

Overview

Zions Capital Advisors, Inc. is an SEC registered investment adviser based in Salt Lake City, UT, registered since 2004. It reports $831M in assets under management across 58 accounts, with 14 employees. It has 14 investment adviser representatives.

Reported AUM

$831M

Discretionary

100%

Accounts

58

Average account

$14.3M

Employees

14

Advisory reps

14

Registered since

2004

Jurisdictions

10

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Portfolio Management for Businesses or Institutional Clients

Client types

• Government

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 3

• Anthony Gino Valeri President, Director of Investment Management CRD 2446578
• Jennifer Kyle Hash Chief Compliance Officer CRD 4123554
• David Karl Anderson Director, Strategic Financial Planning and Analysis CRD 6750006

Advisory reps 3 of 14

• Samuel Lewis Allen Insurance Agent · Registered Rep · Investment Adviser Rep CRD 3039797
• Guy Earl Cowden Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4121986
• Douglas Robert Gray Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2555216

11 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1 S Main St Fl 12
Salt Lake City, UT 84133

County

Salt Lake

Metro area

Salt Lake City, UT

Region

West

Registrations

• SEC registered
• Registered in 10 jurisdictions
• Website: ilmgmt.com

Every state, with registration dates

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