Relyea Zuckerberg Hanson provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 251–500 clients last fiscal year.
Relyea Zuckerberg Hanson reports 451 clients. They include 306 high-net-worth individuals and 145 individual clients. Of its assets, 100.0% ($2.45B across 1,698 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 32% | 4% |
| High-net-worth individuals | 68% | 95% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 145 | $109M | 4.5% | $754K |
| High-net-worth individuals | 306 | $2.34B | 95.5% | $7.64M |
| Corporations and other businesses | Fewer than 5 | $1.65M | 0.1% | — |
| Total | 451 | $2.45B | 100% | — |
- Clients
- 145
- Regulatory AUM
- $109M
- AUM share
- 4.5%
- Avg. per client
- $754K
- Clients
- 306
- Regulatory AUM
- $2.34B
- AUM share
- 95.5%
- Avg. per client
- $7.64M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.65M
- AUM share
- 0.1%
- Avg. per client
- —
Total
- Clients
- 451
- Regulatory AUM
- $2.45B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Relyea Zuckerberg Hanson is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Divorce consultation services
- Negotiable fixed fee generally $2,500 to $50,000, or $400 to $600 an hour, depending on scope and professional.
- Stand-alone financial planning and consulting
- Negotiable fixed fee generally $2,500 to $50,000, or $400 to $600 an hour, depending on scope and professional.
Carl Zuckerberg owns 75% or more of Relyea Zuckerberg Hanson. The leadership team of Relyea Zuckerberg Hanson includes Chief Investment Officer Carl Zuckerberg and Chief Operating Officer Jean-Paul Atallah. It has 11 employees, 7 of them in advisory roles.
Leadership
- Jean-Paul AtallahChief Compliance Officer/Chief Operating Officer/Principal
- Spencer CooperChief Wealth Strategist/Principal
- Lauren RowlandPrincipal
- Carl ZuckerbergPrincipal /Chief Investment Strategist
Investment adviser representatives
7 representatives listed in the SEC register as of 9 October 2026.
- Ivy Monique Alexander
- Jean-Paul Atallah
- Spencer Morris Cooper
- Austin Lee Doebler
- Brendan Lauder McEwan
- Lauren Ann Rowland
- Carl Jonathan Zuckerberg
Staff
- 11 employees
- 7 in advisory functions
- 7 state-registered reps
- 1 insurance agent
- Owns 75% or more of Relyea Zuckerberg Hanson, LLC
Carl Zuckerberg
Control person · since March 2000
- Owns 10% to 25% of Relyea Zuckerberg Hanson, LLC
Spencer Cooper
Control person · since January 2015
Relyea Zuckerberg Hanson’s regulatory assets grew 1.8× from $1.34B (March 2021) to $2.45B (February 2026); clients rose from 334 to 451 and employees from 8 to 11.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $2.45B | 451 | 11 | 1 |
| May 2025 | $2.11B | 429 | 11 | 1 |
| March 2024 | $1.72B | 404 | 11 | 1 |
| February 2023 | $1.4B | 394 | 11 | 1 |
| July 2022 | $1.52B | 372 | 10 | 1 |
| March 2021 | $1.34B | 334 | 8 | 1 |
Besides its headquarters, Relyea Zuckerberg Hanson has 0 offices, with 1 listed address in Connecticut.
Connecticut · 1 listed address
- One Landmark Square, 11th Floor, StamfordHQ
Contact and registration details
- Legal name
- Relyea Zuckerberg Hanson, LLC
- Headquarters
- One Landmark Square, 11th Floor, Stamford, CT 06901
- Website
- rzhadvisors.com
- Phone
- 203-355-0880
- @rzhadvisorsllc
- SEC file
- 801-71454
- Structure
- Connecticut LLC
- Fiscal year end
- December
Relyea Zuckerberg Hanson uses Fidelity ($2.38B) as custodian for its separately managed accounts. Relyea Zuckerberg Hanson has custody of $1.42B in client assets for 229 clients.
- FidelityNational Financial Services LLC · Boston, MA · $2.38B100%
At year end, Relyea Zuckerberg Hanson’s separately managed accounts were mostly in funds (80%) and stocks (13%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.2B across 302 positions; the largest are Vanguard Index Fds (10.7%), Vanguard Index Fds (8.4%) and iShares TR (4.8%).
What the accounts hold
- Stocks13%
- Funds80%
- Bonds3%
- State and local bonds2%
- U.S. government and agency bonds1%
- Cash4%
Reported 13F holdings
- $1.2B
- Reported 13F value
- 302
- Positions
- 46.6%
- In the 10 largest
- +20.6%
- Value vs. prior quarter
- Vanguard Index Fds · Growth ETF10.7%
- Vanguard Index Fds · Value ETF8.4%
- iShares TR · Rus 1000 Grw ETF4.8%
- iShares TR · Rus 1000 Val ETF4.4%
- SPDR Series Trust · ST Str Blo 1 ETF4.0%
- Vanguard Tax-managed Fds · Van FTSE Dev Mkt3.9%
- Apple Inc.3.0%
- iShares TR · 0-3 Mth Treasury2.9%
- State Str SPDR S&P 500 ETF T · TR Unit2.2%
- EA Series Trust · Alpha Architect2.2%
Together, the ten largest are 46.6% of reported value.
How many clients does Relyea Zuckerberg Hanson have?
Relyea Zuckerberg Hanson has 451 clients and manages $2.45 billion for them, as of February 2026. They include 306 high-net-worth individuals and 145 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 February 2026
What services does Relyea Zuckerberg Hanson offer?
Relyea Zuckerberg Hanson provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Relyea Zuckerberg Hanson use?
Relyea Zuckerberg Hanson’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $2.38B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 February 2026
How many financial advisors does Relyea Zuckerberg Hanson have?
Relyea Zuckerberg Hanson has 7 investment adviser representatives registered with state securities authorities, out of 11 employees, and 7 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Relyea Zuckerberg Hanson invest in?
At the end of its last fiscal year, Relyea Zuckerberg Hanson’s separately managed accounts held 80% registered funds (mutual funds, ETFs, BDCs), 13% exchange-traded equities, 4% cash and equivalents, 2% state and local bonds and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Relyea Zuckerberg Hanson?
Relyea Zuckerberg Hanson’s direct owners are Carl Zuckerberg (75% or more) and Spencer Cooper (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 1 February 2026
How does Relyea Zuckerberg Hanson get paid?
Relyea Zuckerberg Hanson is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Relyea Zuckerberg Hanson registered with the SEC?
Yes, Relyea Zuckerberg Hanson has been registered with the SEC as an investment adviser since 17 May 2010. Its CRD number is 125696 and its SEC file number is 801-71454.
Source: Form ADV Part 1A, Item 1, filed 1 February 2026; IAPD firm record
How do I contact Relyea Zuckerberg Hanson?
Relyea Zuckerberg Hanson’s main office is at One Landmark Square, 11th Floor, Stamford, CT 06901. Its phone number is 203-355-0880. Its website is rzhadvisors.com.