ZEGA FINANCIAL, LLC
CRD #156803 SEC #801-78723 PALM BEACH GARDENS, FL 800-380-9342
SEC Registered
Total AUM
$4.5B
Discretionary
$4.5B
Employees
16
Clients
0
Accounts
36
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2024 | $4.5B | $4.5B | $0 | 16 | 3 |
| Nov 2024 | $4.5B | $4.5B | $0 | 16 | 3 |
| Aug 2024 | $4.5B | $4.5B | $0 | 16 | 3 |
| Jul 2024 | $2.6B | $2.6B | $0 | 16 | 3 |
| May 2024 | $2.6B | $2.6B | $0 | 16 | 3 |
| Mar 2024 | $2.6B | $2.6B | $0 | 16 | 3 |
| Mar 2024 | $2.6B | $2.6B | $0 | 16 | 3 |
| Dec 2023 | $513.4M | $513.4M | $0 | 9 | 0 |
| Aug 2023 | $513.4M | $513.4M | $0 | 9 | 0 |
| Mar 2023 | $513.4M | $513.4M | $0 | 9 | 0 |
| Mar 2023 | $513.4M | $513.4M | $0 | 9 | 0 |
| Aug 2022 | $636.4M | $636.4M | $0 | 10 | 0 |
| Mar 2022 | $636.4M | $636.4M | $0 | 10 | 0 |
| Jul 2021 | $443.4M | $443.4M | $0 | 6 | 0 |
| Mar 2021 | $443.4M | $443.4M | $0 | 6 | 0 |
| Jul 2020 | $453.9M | $453.9M | $0 | 6 | 0 |
| Jun 2020 | $453.9M | $453.9M | $0 | 6 | 0 |
| May 2020 | $453.9M | $453.9M | $0 | 6 | 0 |
| Apr 2020 | $453.9M | $453.9M | $0 | 6 | 0 |
| Mar 2020 | $453.9M | $453.9M | $0 | 6 | 0 |
| May 2019 | $385.4M | $385.4M | $0 | 7 | 0 |
| Mar 2019 | $385.4M | $385.4M | $0 | 7 | 0 |
| May 2018 | $311.5M | $295.1M | $16.4M | 5 | 0 |
| Mar 2018 | $311.5M | $295.1M | $16.4M | 5 | 0 |
| Jan 2018 | $228.8M | $205.8M | $23M | 8 | 0 |
| Dec 2017 | $228.8M | $205.8M | $23M | 8 | 0 |
| Aug 2017 | $228.8M | $205.8M | $23M | 8 | 26 |
| Mar 2017 | $228.8M | $205.8M | $23M | 8 | 26 |
| Feb 2017 | $350.6M | $350.6M | $0 | 7 | 26 |
| Dec 2016 | $350.6M | $350.6M | $0 | 7 | 26 |
| Oct 2016 | $350.6M | $350.6M | $0 | 7 | 26 |
| Jun 2016 | $350.6M | $350.6M | $0 | 7 | 26 |
| Jun 2016 | $350.6M | $350.6M | $0 | 7 | 26 |
| Apr 2016 | $350.6M | $350.6M | $0 | 7 | 26 |
| Feb 2016 | $350.6M | $350.6M | $0 | 7 | 26 |
| Jul 2015 | $366.1M | $366.1M | $0 | 6 | 26 |
| Jun 2015 | $366.1M | $366.1M | $0 | 6 | 26 |
| Feb 2015 | $366.1M | $366.1M | $0 | 6 | 26 |
| Dec 2014 | $216.3M | $216.3M | $0 | 6 | 26 |
| Oct 2014 | $216.3M | $216.3M | $0 | 6 | 26 |
| Jul 2014 | $216.3M | $216.3M | $0 | 6 | 26 |
| May 2014 | $216.3M | $216.3M | $0 | 6 | 26 |
| Apr 2014 | $133.1M | $128.1M | $5M | 6 | 26 |
| Mar 2014 | $133.1M | $128.1M | $5M | 6 | 26 |
| Jan 2014 | $133.1M | $128.1M | $5M | 6 | 26 |
| Jan 2014 | $104.5M | $104.5M | $0 | 4 | 26 |
| Oct 2013 | $104.5M | $104.5M | $0 | 4 | 26 |
DateDec 2024
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$0
Employees16
Clients3
DateNov 2024
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$0
Employees16
Clients3
DateAug 2024
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$0
Employees16
Clients3
DateJul 2024
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees16
Clients3
DateMay 2024
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees16
Clients3
DateMar 2024
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees16
Clients3
DateMar 2024
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees16
Clients3
DateDec 2023
Total AUM$513.4M
Discretionary$513.4M
Non-Disc.$0
Employees9
Clients0
DateAug 2023
Total AUM$513.4M
Discretionary$513.4M
Non-Disc.$0
Employees9
Clients0
DateMar 2023
Total AUM$513.4M
Discretionary$513.4M
Non-Disc.$0
Employees9
Clients0
DateMar 2023
Total AUM$513.4M
Discretionary$513.4M
Non-Disc.$0
Employees9
Clients0
DateAug 2022
Total AUM$636.4M
Discretionary$636.4M
Non-Disc.$0
Employees10
Clients0
DateMar 2022
Total AUM$636.4M
Discretionary$636.4M
Non-Disc.$0
Employees10
Clients0
DateJul 2021
Total AUM$443.4M
Discretionary$443.4M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$443.4M
Discretionary$443.4M
Non-Disc.$0
Employees6
Clients0
DateJul 2020
Total AUM$453.9M
Discretionary$453.9M
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$453.9M
Discretionary$453.9M
Non-Disc.$0
Employees6
Clients0
DateMay 2020
Total AUM$453.9M
Discretionary$453.9M
Non-Disc.$0
Employees6
Clients0
DateApr 2020
Total AUM$453.9M
Discretionary$453.9M
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$453.9M
Discretionary$453.9M
Non-Disc.$0
Employees6
Clients0
DateMay 2019
Total AUM$385.4M
Discretionary$385.4M
Non-Disc.$0
Employees7
Clients0
DateMar 2019
Total AUM$385.4M
Discretionary$385.4M
Non-Disc.$0
Employees7
Clients0
DateMay 2018
Total AUM$311.5M
Discretionary$295.1M
Non-Disc.$16.4M
Employees5
Clients0
DateMar 2018
Total AUM$311.5M
Discretionary$295.1M
Non-Disc.$16.4M
Employees5
Clients0
DateJan 2018
Total AUM$228.8M
Discretionary$205.8M
Non-Disc.$23M
Employees8
Clients0
DateDec 2017
Total AUM$228.8M
Discretionary$205.8M
Non-Disc.$23M
Employees8
Clients0
DateAug 2017
Total AUM$228.8M
Discretionary$205.8M
Non-Disc.$23M
Employees8
Clients26
DateMar 2017
Total AUM$228.8M
Discretionary$205.8M
Non-Disc.$23M
Employees8
Clients26
DateFeb 2017
Total AUM$350.6M
Discretionary$350.6M
Non-Disc.$0
Employees7
Clients26
DateDec 2016
Total AUM$350.6M
Discretionary$350.6M
Non-Disc.$0
Employees7
Clients26
DateOct 2016
Total AUM$350.6M
Discretionary$350.6M
Non-Disc.$0
Employees7
Clients26
DateJun 2016
Total AUM$350.6M
Discretionary$350.6M
Non-Disc.$0
Employees7
Clients26
DateJun 2016
Total AUM$350.6M
Discretionary$350.6M
Non-Disc.$0
Employees7
Clients26
DateApr 2016
Total AUM$350.6M
Discretionary$350.6M
Non-Disc.$0
Employees7
Clients26
DateFeb 2016
Total AUM$350.6M
Discretionary$350.6M
Non-Disc.$0
Employees7
Clients26
DateJul 2015
Total AUM$366.1M
Discretionary$366.1M
Non-Disc.$0
Employees6
Clients26
DateJun 2015
Total AUM$366.1M
Discretionary$366.1M
Non-Disc.$0
Employees6
Clients26
DateFeb 2015
Total AUM$366.1M
Discretionary$366.1M
Non-Disc.$0
Employees6
Clients26
DateDec 2014
Total AUM$216.3M
Discretionary$216.3M
Non-Disc.$0
Employees6
Clients26
DateOct 2014
Total AUM$216.3M
Discretionary$216.3M
Non-Disc.$0
Employees6
Clients26
DateJul 2014
Total AUM$216.3M
Discretionary$216.3M
Non-Disc.$0
Employees6
Clients26
DateMay 2014
Total AUM$216.3M
Discretionary$216.3M
Non-Disc.$0
Employees6
Clients26
DateApr 2014
Total AUM$133.1M
Discretionary$128.1M
Non-Disc.$5M
Employees6
Clients26
DateMar 2014
Total AUM$133.1M
Discretionary$128.1M
Non-Disc.$5M
Employees6
Clients26
DateJan 2014
Total AUM$133.1M
Discretionary$128.1M
Non-Disc.$5M
Employees6
Clients26
DateJan 2014
Total AUM$104.5M
Discretionary$104.5M
Non-Disc.$0
Employees4
Clients26
DateOct 2013
Total AUM$104.5M
Discretionary$104.5M
Non-Disc.$0
Employees4
Clients26