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Zeller Kern Business Advisors
ZELLER KERN BUSINESS ADVISORS is a state-registered investment adviser in GOLD RIVER, CA. The firm has 3 employees and 2 investment advisers.
Overview
ZELLER KERN BUSINESS ADVISORS is a state-registered investment adviser in GOLD RIVER, CA. The firm has 3 employees and 2 investment advisers. It is based in California.
General information
Firm type
Multi Family Office
Year founded
2008
Location
Region
North America
Country
United States
City
Gold River
Corporate office
Mequon, WI, United States
Principals
Andrew Kern
President
David Zeller
CEO
Sector focus
Frequently asked questions
Who runs investment decisions at Zeller Kern Business Advisors?
Investment decisions are overseen by co-founders Andrew Kern (President) and David Zeller (CEO), alongside a team of CFPs and CPAs. The firm uses a committee-based approach to portfolio construction, integrating tax strategy into asset allocation.
Does Zeller Kern participate in fund commitments or only direct deals?
The firm allocates client assets across both fund vehicles (low-cost index funds, mutual funds, and alternative investment funds) and direct individual securities. It also structures custom portfolios for high-net-worth clients, often including direct private placements when appropriate.
Which sectors does Zeller Kern explicitly avoid?
The firm does not publicly list any exclusionary sectors. Its portfolios generally avoid speculative or highly concentrated single-stock positions, favoring broadly diversified, tax-efficient strategies for long-term wealth preservation.
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