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ZEVENBERGEN CAPITAL INVESTMENTS LLC

EDMONDS, WA · CRD 128990 · IAPD ↗ · zci.com · 206-682-8469

$4.57BRegulatory AUM
10Advisory reps
24Employees
4Clients
n/aPlanning clients
0Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

75
April 2025 — ZEVENBERGEN CAPITAL INVESTMENTS LLC grew from 5 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2024 — ZEVENBERGEN CAPITAL INVESTMENTS LLC shrank from 7 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
69
April 2024 — ZEVENBERGEN CAPITAL INVESTMENTS LLC reported RAUM up 46% ($3.03B -> $4.41B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.