MZ Capital, LLC
SEC Registeredflourish simply.
About the firm
MZ Capital is an independent fee-only and fiduciary wealth management firm that liberates physicians and business owners from the burden of keeping personal finances in order, helping clients build wealth. The firm serves as a personal CFO and family wealth guardian, addressing all areas of clients' finances.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment, Tax Mitigation, Asset Protection, Wealth Transfer, Business Succession, and Charitable Gifting. The firm also offers a 2nd Opinion Review to identify hidden costs in clients' current investments.
Who they serve
Physicians and business owners who want to be liberated from the burden of managing their personal finances and are committed to a mutually beneficial long-term relationship.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 25 | $21M |
| High Net Worth Individuals | 46 | $129M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $1,000,000 | 1.00% |
| $1,000,001 - $5,000,000 | 0.70% |
| Over $5,000,000 | 0.40% |
Data as of March 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MZ Capital, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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