ZUCKERMAN CAPITAL MANAGEMENT, LLC
SEC RegisteredPLAN & INVEST CONFIDENTLY
About the firm
Zuckerman Capital Management, LLC is a fiduciary investment advisory firm founded in 2008 by David Zuckerman, CFP®. The firm takes a holistic approach using tax mitigation and advanced estate planning strategies to create custom-tailored financial plans, combining modern portfolio theory with classic investments.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Tax mitigation, advanced estate planning strategies, and custom-tailored financial plans using a holistic and sophisticated approach combined with modern portfolio theory and classic investments.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 63 | $14M |
| High Net Worth Individuals | 52 | $101M |
| Charitable Organizations | 9 | $5.4M |
0 total clients reported on Form ADV.
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| All assets | 0.75% |
| All assets (max) | 1.50% |
Data as of April 23, 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. ZUCKERMAN CAPITAL MANAGEMENT, 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.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched