ZIONS CAPITAL ADVISORS, INC.

CRD 131308File 801-63287

APPROVED

Custody

Filing as of Mar 24, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$830.8M

Above cohort median (national)

Discretionary AUM

$830.8M

Clients

58 accounts

Employees

Above cohort median in UT

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: DRO
Registration date: Jul 28, 2004
Principal office: ZIONS CAPITAL ADVISORS, ONE SOUTH MAIN ST., 12TH FLOOR, SALT LAKE CITY, UT, 84133
Phone: 800-608-3202
Website: http://www.ilmgmt.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $830.8M
Discretionary AUM: $830.8M
Non-discretionary AUM: $0
Discretionary accounts: 58
Non-discretionary accounts: 0
Total accounts: 58
AUM per client: $18.5M

Clients by type

ADV Item 5D

Client type	Clients	AUM
State or municipal government entities	45	$830.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Portfolio management for businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: Yes
Firm Custody Securities: No
Related Person Custody Cash: Yes
Related Person Custody Assets: No
Related Person Custody Clients: Yes
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.