Skip to content
Krystal Dale, portrait

Krystal Dale

Chief Compliance Officer at Zenith Advisory Group

Firm officerUpdated

Krystal Dale has been Chief Compliance Officer of Zenith Advisory Group, LLC, a The Villages, FL investment adviser managing $115M, since April 2022.

4
Years in role
$115M
Firm AUM
186
Firm clients
2
Firm advisers

From Form ADV filed 18 February 2026Form ADV

Career

Krystal Dale is a control person of Zenith Advisory Group and directly owns under 5% of it. Krystal Dale holds an MBA from Mississippi State University.

Zenith Advisory Group is an investment adviser based in The Villages, FL, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $115 million, as filed on 18 February 2026. Its fees, ownership and offices are on the firm’s profile.

Krystal Dale is Chief Compliance Officer of Zenith Advisory Group. She joined Zenith to help design, implement and monitor compliance with applicable laws and regulations. She has 16 years of experience in the insurance industry, plus a background in Human Resources, Operations and Recruiting.

Key facts

CRD
7557072
Firm
Zenith Advisory Group · CRD 321689
Role
Chief Compliance Officer
In role since
April 2022 · 4 years
Control person
Yes
Direct ownership
Under 5%
Firm headquarters
The Villages, FL
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Krystal Dale work?

Krystal Dale has been Chief Compliance Officer of Zenith Advisory Group, LLC since April 2022, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 18 February 2026

How can I verify Krystal Dale’s record?

Krystal Dale’s role is listed on Zenith Advisory Group, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 321689.

Source: Form ADV, Schedule A, filed 18 February 2026

Sources

  1. IAPD individual lookup, CRD 7557072, checked 22 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Zenith Advisory Group, LLC, filed 18 February 2026. Title, control and ownership bands.
  3. Zenith Advisory Group team page. Biography, education, credentials, awards and the portrait, reproduced for identification.