# Zeller Kern Business Advisors

Zeller Kern Business Advisors is a Multi Family Office based in Gold River, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Gold River, United States
- **Region:** North America
- **Address:** Mequon, WI, United States
- **Founded:** 2008
- **Assets under management:** $100M - $1B (Altss estimate)
- **Website:** zellerkern.com
- **LinkedIn:** https://www.linkedin.com/company/zeller-kern-private-wealth-management

## Regulatory record

- **CRD number:** 144913
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/144913

## About

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.

## Sectors

- Wealth Management
- Financial Planning
- Investment Advisory
- Tax Strategy

## People

- Andrew Kern — President
- David Zeller — CEO

## 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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- [DBL Investors](https://altss.com/profile/dbl-investors-llc)
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Last updated: 2026-07-06T01:24:29.389Z

Canonical page: https://altss.com/profile/zeller-kern-business-advisors

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