# Zidel Financial

Zidel Financial is a Bank / Wealth / Trust based in Breckenridge, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Breckenridge, United States
- **Region:** North America
- **Address:** Breckenridge, CO, United States
- **Founded:** 1995
- **Assets under management:** Undisclosed
- **Website:** zidelfinancial.com
- **LinkedIn:** linkedin.com/company/zidel-financial-inc

## Regulatory record

- **CRD number:** 135047
- **SEC file number:** 801-123333
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/135047

## About

Zidel Financial was founded in 1995 in Breckenridge, Colorado, positioning itself as a registered investment adviser serving a cross-section of clients that includes individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm's location in a mountain community informs a practice geared toward steady advisory relationships rather than rapid asset gathering. Its regulatory filings confirm a structure typical of a boutique RIA — fee-based planning and discretionary portfolio management delivered without the product-sales incentives of a broker-dealer. The firm's investment approach centers on financial planning and portfolio management. Zidel constructs customized allocations for each client rather than promoting proprietary funds or a single house view. The firm's geographic reach remains concentrated in Colorado's high-country corridor, serving families and businesses anchored in the region. Team size and total assets under management are not publicly disclosed, consistent with an independent RIA that files as a SEC-registered investment adviser or operates below institutional disclosure thresholds. No adjacent vehicles — such as a venture arm, real estate fund, or philanthropic foundation — are known to exist under the Zidel brand. The firm has not announced leadership changes, office expansions, or fund launches in the past 24 months based on available regulatory and public records. Zidel Financial's structural distinction is its multi-decade embeddedness in a single, non-metropolitan community. Most RIAs serving pension funds, trusts, and charitable organizations cluster in financial centers or suburban wealth corridors; Zidel operates from a ski town at 9,600 feet, competing on personal continuity rather than institutional infrastructure. That small-community footprint shapes the firm's entire posture — client acquisition by referral, a flat team, and investment decisions executed without the committee layers common at larger advisory practices.

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Last updated: 2026-08-14T12:30:00.000Z

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