# RZH Advisors

RZH Advisors is a Bank / Wealth / Trust based in Stamford, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Stamford, United States
- **Region:** North America
- **Address:** Stamford, CT, United States
- **Founded:** 2010
- **Assets under management:** Undisclosed
- **Website:** rzhadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/rzhadvisors

## Regulatory record

- **CRD number:** 125696
- **SEC file number:** 801-71454
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/125696

## About

RZH Advisors is an SEC-registered investment adviser in Stamford, CT, registered since 2010. The firm manages approximately $2.4 billion in regulatory assets. It has 11 employees and 7 investment advisers.

## People

- Carl Zuckerberg — Principal
- Spencer Cooper — Principal
- Lauren Rowland — Principal

## Questions

### Who runs investment decisions at RZH Advisors?

Three principals — Carl Zuckerberg, Spencer Cooper, and Lauren Rowland — jointly manage client portfolios and make every investment decision. The firm does not employ junior advisors or delegate portfolio construction to a separate investment committee. Each client works directly with at least one principal.

### Does RZH Advisors invest its own capital alongside clients?

Yes. The firm states that its principals place their own assets in every investment they recommend to clients. This side-by-side model means principals share identical exposure, fees, and downside risk with their clients, a practice the firm describes as 'eating our own cooking.'

### What is the minimum portfolio size RZH Advisors typically works with?

The firm's website states that its investment strategies are most effective for portfolios of $5 million and above. This threshold reflects the customized, principal-led service model the firm maintains without junior relationship managers.

## Related profiles

- [R-Z Capital](https://altss.com/profile/r-z-capital)
- [RZM Investment](https://altss.com/profile/rzm-investment)

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Last updated: 2026-06-03T20:00:00.000Z

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