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ZIDEL FINANCIAL INC.
Legal name: ZIDEL FINANCIAL, INC.
CRD 135047File 801-123333
APPROVED
Retail clients
Disclosure events
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$159.6M
Bottom 25% of cohort (national)
Discretionary AUM
$159.6M
Clients
135
331 accounts
Employees
1
Bottom 25% of cohort in CO
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Feb 25, 2022
- Principal office
- 210 S. RIDGE STREET, BRECKENRIDGE, CO, 80424
- Phone
- 970-409-4466
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $159.6M
- Discretionary AUM
- $159.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 331
- Non-discretionary accounts
- 0
- Total accounts
- 331
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $1.9M |
| High net worth individuals | 44 | $143.8M |
| Individuals (other than high net worth individuals) | 84 | $14.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — SELECTION OF OTHER ADVISORS
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 151 | 135 | decreased by16 |
| Apr 1, 2026 | AUM | $144,385,850 | $159,649,118 | increased by$15,263,268 |
| Apr 1, 2026 | Accounts | 313 | 331 | increased by18 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 3 | 1 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 164 | 151 | decreased by13 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $127,438,142 | $144,385,850 | increased by$16,947,708 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 302 | 313 | increased by11 |
| Mar 1, 2022 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ZIDEL FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ZIDEL FINANCIAL” 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.