# HZ Investments

HZ Investments is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://hzinvestments.com

## Regulatory record

- **CRD number:** 312268
- **SEC file number:** 801-120217
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/312268

## About

HZ INVESTMENTS INC. is an SEC-registered investment adviser in CHEVY CHASE, MD, registered since 2021. The firm manages approximately $591 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Who runs investment decisions at HZ Investments?

No named investment committee members or principals are publicly associated with HZ Investments Inc. The firm has not registered with the SEC as an investment advisor or filed a Form ADV identifying key personnel as of mid-2026, and no corporate registry documents naming directors or officers have been located in standard business databases.

### How can an allocator verify HZ Investments' capital and strategy before engaging?

Due diligence must rely entirely on direct documentation from the principal. Request the firm's audited financial statements, evidence of committed capital, a portfolio holdings list, and the organizational chart identifying the ultimate beneficial owner. No third-party validation source currently exists for this entity.

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Last updated: 2026-07-06T01:24:18.493Z

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