Bank / Wealth / TrustRIA · CRD 150149SEC-Registered

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Zeit Capital Advisors

Zeit Capital Advisors was founded in 2009 and maintains its headquarters in Greenwood Village, Colorado. The firm operates as a registered investment advisor,...

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Zeit Capital Advisors

Zeit Capital Advisors was founded in 2009 and maintains its headquarters in Greenwood Village, Colorado. The firm operates as a registered investment advisor, serving individuals, high-net-worth families, charitable organizations, and corporate accounts. Its services span financial planning, retirement planning, and discretionary portfolio management. The firm's strategy centers on personalized investment management. It constructs portfolios designed to align with each client's long-term objectives, risk tolerance, and liquidity needs. The investment approach typically involves direct allocations across public equities and fixed income, with manager selection and asset-allocation decisions made in-house. As a Colorado-based RIA, its geographic focus is concentrated on the Mountain West region. Team size and total assets under management are not publicly disclosed. The firm has maintained a consistent presence in the Denver-area wealth-management market since its founding, though it has not launched publicly known adjacent vehicles or philanthropic structures. Zeit Capital Advisors' structural posture is that of a classic, independent fiduciary — its revenue is fee-based, directly tied to client assets under advisement. This model removes the conflicts common to commission-driven or product-distribution firms, aligning the advisor's incentive solely with portfolio outcomes.

General information

Firm type

Bank / Wealth / Trust

Year founded

2009

Location

Region

North America

Country

United States

City

Greenwood Village

Corporate office

Greenwood Village, CO, United States

Frequently asked questions

What services does Zeit Capital Advisors provide?

Zeit Capital Advisors offers investment advisory services including financial planning, retirement planning, portfolio management, and investment management. The firm serves a client base that includes individuals, high-net-worth households, charitable organizations, and corporate accounts. All services are delivered under a registered investment advisor structure.

How is Zeit Capital Advisors regulated?

Zeit Capital Advisors operates as a registered investment advisor, a designation that subjects it to fiduciary standards under the Investment Advisers Act of 1940. As an RIA, the firm is required to act in its clients' best interests when making investment recommendations. This structure differs from broker-dealer models, where suitability standards apply instead of a fiduciary duty.

What is Zeit Capital Advisors' investment philosophy?

Zeit Capital Advisors emphasizes personalized portfolio construction aligned with client-specific goals and risk parameters. Its approach incorporates financial planning into the investment process, meaning asset allocation is driven by each client's time horizon, liquidity requirements, and long-term objectives. The firm does not publicly market a proprietary investment strategy or single-mandate fund.

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