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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 Aug 17, 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 |
|---|---|---|---|
| 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.