| Name | Title | Ownership | Since |
|---|---|---|---|
| Bart a. Patterson, P.A. Control | Member And Chief Executive Officer | 50-75% | 2022 |
| Kevin T. Keen, P.A. | Member | 10-25% | 2022 |
| Krystal L Dale Control | Chief Compliance Officer | Under 5% | 2022 |
Zenith Advisory Group, LLC reports $115.4 million in regulatory assets under management on its Form ADV.
Zenith Advisory Group, LLC reports 4 employees.
Zenith Advisory Group, LLC is based in The Villages, FL and has been SEC-registered since 2026.
Zenith Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1068 Lake Sumter Landing, The Villages, FL 32162 |
| Phone | 352-282-0810 |
| Fax | 352-525-4336 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | $115.4M |
| Non-discretionary | $0 |
| Total (RAUM) | $115.4M |