← Directory
ZEST
Legal name: ZEST CAPITAL LLC
CRD 316889File 801-122725
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$90.6M
Bottom 25% of cohort (national)
Discretionary AUM
$81.0M
Non-discretionary $9.6M
Clients
8
8 accounts
Employees
3
Bottom 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Nov 19, 2021
- Principal office
- 1395 BRICKELL AVENUE, SUITE 800, MIAMI, FL, 33131
- Phone
- 3053946486
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $90.6M
- Discretionary AUM
- $81.0M
- Non-discretionary AUM
- $9.6M
- Discretionary accounts
- 2
- Non-discretionary accounts
- 6
- Total accounts
- 8
- AUM per client
- $11.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 2 | $6.8M |
| Pooled investment vehicles | 2 | $81.0M |
| Individuals (other than high net worth individuals) | 4 | $2.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- 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
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Custody | false | true |
| 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.