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ZIONS CAPITAL ADVISORS, INC.
CRD 131308File 801-63287
APPROVED
Custody
Filing as of Mar 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$830.8M
Above cohort median (national)
Discretionary AUM
$830.8M
Clients
45
58 accounts
Employees
14
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 16 | 14 | decreased by2 |
| Apr 1, 2026 | Clients | 72 | 45 | decreased by27 |
| Apr 1, 2026 | AUM | $1,460,957,454 | $830,754,722 | decreased by$630,202,732 |
| Apr 1, 2026 | Accounts | 88 | 58 | decreased by30 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 14 | 16 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 74 | 72 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,212,902,721 | $1,460,957,454 | increased by$248,054,733 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 98 | 88 | decreased by10 |
| Apr 1, 2022 | Employees | 15 | 14 | decreased by1 |
| Apr 1, 2022 | Clients | 78 | 74 | decreased by4 |
| Apr 1, 2022 | AUM | $844,378,713 | $1,212,902,721 | increased by$368,524,008 |
| Apr 1, 2022 | Accounts | 86 | 98 | increased by12 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ZIONS CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ZIONS CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.