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ZENITH ADVISORY GROUP, LLC

THE VILLAGES, FL · CRD 321689 · IAPD ↗ · 352-282-0810

$115.4MRegulatory AUM
2Advisory reps
4Employees
0Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
March 2026 — ZENITH ADVISORY GROUP, LLC (THE VILLAGES, FL) is newly SEC-registered with $115.4M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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