ZIONS CAPITAL ADVISORS, INC.
CRD #131308 SEC #801-63287 SALT LAKE CITY, UT 800-608-3202
SEC Registered
Total AUM
$1.5B
Discretionary
$1.5B
Employees
16
Clients
0
Accounts
88
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $1.5B | $1.5B | $0 | 16 | 0 |
| Mar 2025 | $1.5B | $1.5B | $0 | 16 | 0 |
| Aug 2024 | $1.8B | $1.8B | $0 | 16 | 0 |
| Mar 2024 | $1.8B | $1.8B | $0 | 16 | 0 |
| Mar 2024 | $1.8B | $1.8B | $0 | 16 | 0 |
| Feb 2023 | $2B | $2B | $2 | 17 | 0 |
| Nov 2022 | $1.2B | $1.2B | $5.1M | 14 | 0 |
| Mar 2022 | $1.2B | $1.2B | $5.1M | 14 | 0 |
| Nov 2021 | $844.4M | $833.5M | $10.9M | 15 | 0 |
| Mar 2021 | $844.4M | $833.5M | $10.9M | 15 | 0 |
| Feb 2020 | $872M | $825.9M | $46.1M | 15 | 0 |
| Feb 2019 | $870.7M | $804.8M | $65.9M | 12 | 0 |
| Oct 2018 | $837.2M | $832.3M | $4.8M | 11 | 112 |
| Jan 2018 | $837.2M | $832.3M | $4.8M | 11 | 112 |
| Dec 2017 | $1.4B | $1.3B | $82.3M | 11 | 0 |
| Nov 2017 | $1.4B | $1.3B | $82.3M | 11 | 0 |
| Mar 2017 | $1.4B | $1.3B | $82.3M | 38 | 500 |
| Mar 2016 | $1.8B | $1.7B | $160.4M | 50 | 1,500 |
| Feb 2016 | $2B | $1.8B | $245.8M | 60 | 2,300 |
| May 2015 | $2B | $1.8B | $245.8M | 60 | 2,300 |
| Mar 2015 | $2B | $1.8B | $245.8M | 60 | 2,300 |
| Dec 2014 | $1.4B | $1.3B | $182.7M | 80 | 2,300 |
| Sep 2014 | $1.4B | $1.3B | $182.7M | 80 | 2,300 |
| Sep 2014 | $1.6B | $1.3B | $268.7M | 80 | 2,300 |
| Mar 2014 | $1.6B | $1.3B | $268.7M | 80 | 2,300 |
| Aug 2013 | $1.8B | $1.6B | $202.3M | 100 | 2,300 |
| Jun 2013 | $1.8B | $1.6B | $202.3M | 100 | 2,300 |
| Apr 2013 | $1.8B | $1.6B | $202.3M | 100 | 2,300 |
| Apr 2013 | $1.8B | $1.6B | $202.3M | 100 | 2,300 |
| Sep 2012 | $1.5B | $1.4B | $126M | 51 | 1,500 |
| Apr 2012 | $1.5B | $1.4B | $126M | 51 | 1,500 |
| Mar 2012 | $1.5B | $1.4B | $126M | 51 | 1,500 |
| Aug 2011 | $1.6B | $1.5B | $68.2M | 51 | -- |
| Jun 2011 | $1.6B | $1.5B | $68.2M | -- | -- |
| Jun 2011 | $1.6B | $1.5B | $68.2M | -- | -- |
| Apr 2011 | $1.6B | $1.5B | $68.2M | -- | -- |
| Apr 2011 | $1.6B | $1.5B | $68.2M | 5 | -- |
| Mar 2011 | $1.6B | $1.5B | $68.2M | 5 | -- |
| Mar 2011 | $128M | $80M | $48M | -- | -- |
| Jan 2011 | $128M | $80M | $48M | -- | -- |
| Jan 2011 | $128M | $80M | $48M | -- | -- |
| Jan 2011 | $128M | $80M | $48M | -- | -- |
| Jul 2010 | $128M | $80M | $48M | -- | -- |
| Jul 2010 | $128M | $80M | $48M | -- | -- |
| May 2010 | $128M | $80M | $48M | -- | -- |
| Mar 2010 | $128M | $80M | $48M | -- | -- |
| Oct 2009 | $1B | $858.9M | $153.7M | 51 | -- |
| Jun 2009 | $1B | $858.9M | $153.7M | 51 | -- |
| Apr 2009 | $1B | $858.9M | $153.7M | 51 | -- |
| Nov 2007 | $1B | $797.4M | $216.6M | 51 | -- |
| Nov 2007 | $1B | $797.4M | $216.6M | 51 | -- |
| Sep 2007 | $1B | $797.4M | $216.6M | 51 | -- |
| Sep 2007 | $1B | $797.4M | $216.6M | 51 | -- |
| Mar 2007 | $1B | $797.4M | $216.6M | 51 | -- |
| Jun 2005 | $66.2M | $66.2M | $0 | -- | -- |
| May 2005 | $66.2M | $66.2M | $0 | -- | -- |
| May 2005 | $66.2M | $66.2M | $0 | -- | -- |
DateMay 2025
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees16
Clients0
DateMar 2025
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees16
Clients0
DateAug 2024
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees16
Clients0
DateMar 2024
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees16
Clients0
DateMar 2024
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees16
Clients0
DateFeb 2023
Total AUM$2B
Discretionary$2B
Non-Disc.$2
Employees17
Clients0
DateNov 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$5.1M
Employees14
Clients0
DateMar 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$5.1M
Employees14
Clients0
DateNov 2021
Total AUM$844.4M
Discretionary$833.5M
Non-Disc.$10.9M
Employees15
Clients0
DateMar 2021
Total AUM$844.4M
Discretionary$833.5M
Non-Disc.$10.9M
Employees15
Clients0
DateFeb 2020
Total AUM$872M
Discretionary$825.9M
Non-Disc.$46.1M
Employees15
Clients0
DateFeb 2019
Total AUM$870.7M
Discretionary$804.8M
Non-Disc.$65.9M
Employees12
Clients0
DateOct 2018
Total AUM$837.2M
Discretionary$832.3M
Non-Disc.$4.8M
Employees11
Clients112
DateJan 2018
Total AUM$837.2M
Discretionary$832.3M
Non-Disc.$4.8M
Employees11
Clients112
DateDec 2017
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$82.3M
Employees11
Clients0
DateNov 2017
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$82.3M
Employees11
Clients0
DateMar 2017
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$82.3M
Employees38
Clients500
DateMar 2016
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$160.4M
Employees50
Clients1,500
DateFeb 2016
Total AUM$2B
Discretionary$1.8B
Non-Disc.$245.8M
Employees60
Clients2,300
DateMay 2015
Total AUM$2B
Discretionary$1.8B
Non-Disc.$245.8M
Employees60
Clients2,300
DateMar 2015
Total AUM$2B
Discretionary$1.8B
Non-Disc.$245.8M
Employees60
Clients2,300
DateDec 2014
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$182.7M
Employees80
Clients2,300
DateSep 2014
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$182.7M
Employees80
Clients2,300
DateSep 2014
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$268.7M
Employees80
Clients2,300
DateMar 2014
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$268.7M
Employees80
Clients2,300
DateAug 2013
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$202.3M
Employees100
Clients2,300
DateJun 2013
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$202.3M
Employees100
Clients2,300
DateApr 2013
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$202.3M
Employees100
Clients2,300
DateApr 2013
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$202.3M
Employees100
Clients2,300
DateSep 2012
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$126M
Employees51
Clients1,500
DateApr 2012
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$126M
Employees51
Clients1,500
DateMar 2012
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$126M
Employees51
Clients1,500
DateAug 2011
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$68.2M
Employees51
Clients--
DateJun 2011
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$68.2M
Employees--
Clients--
DateJun 2011
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$68.2M
Employees--
Clients--
DateApr 2011
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$68.2M
Employees--
Clients--
DateApr 2011
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$68.2M
Employees5
Clients--
DateMar 2011
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$68.2M
Employees5
Clients--
DateMar 2011
Total AUM$128M
Discretionary$80M
Non-Disc.$48M
Employees--
Clients--
DateJan 2011
Total AUM$128M
Discretionary$80M
Non-Disc.$48M
Employees--
Clients--
DateJan 2011
Total AUM$128M
Discretionary$80M
Non-Disc.$48M
Employees--
Clients--
DateJan 2011
Total AUM$128M
Discretionary$80M
Non-Disc.$48M
Employees--
Clients--
DateJul 2010
Total AUM$128M
Discretionary$80M
Non-Disc.$48M
Employees--
Clients--
DateJul 2010
Total AUM$128M
Discretionary$80M
Non-Disc.$48M
Employees--
Clients--
DateMay 2010
Total AUM$128M
Discretionary$80M
Non-Disc.$48M
Employees--
Clients--
DateMar 2010
Total AUM$128M
Discretionary$80M
Non-Disc.$48M
Employees--
Clients--
DateOct 2009
Total AUM$1B
Discretionary$858.9M
Non-Disc.$153.7M
Employees51
Clients--
DateJun 2009
Total AUM$1B
Discretionary$858.9M
Non-Disc.$153.7M
Employees51
Clients--
DateApr 2009
Total AUM$1B
Discretionary$858.9M
Non-Disc.$153.7M
Employees51
Clients--
DateNov 2007
Total AUM$1B
Discretionary$797.4M
Non-Disc.$216.6M
Employees51
Clients--
DateNov 2007
Total AUM$1B
Discretionary$797.4M
Non-Disc.$216.6M
Employees51
Clients--
DateSep 2007
Total AUM$1B
Discretionary$797.4M
Non-Disc.$216.6M
Employees51
Clients--
DateSep 2007
Total AUM$1B
Discretionary$797.4M
Non-Disc.$216.6M
Employees51
Clients--
DateMar 2007
Total AUM$1B
Discretionary$797.4M
Non-Disc.$216.6M
Employees51
Clients--
DateJun 2005
Total AUM$66.2M
Discretionary$66.2M
Non-Disc.$0
Employees--
Clients--
DateMay 2005
Total AUM$66.2M
Discretionary$66.2M
Non-Disc.$0
Employees--
Clients--
DateMay 2005
Total AUM$66.2M
Discretionary$66.2M
Non-Disc.$0
Employees--
Clients--