Zenith Advisory Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars. Financial planning was provided to 101–250 clients last fiscal year.
Zenith Advisory Group reports 186 clients. They include 161 individual clients and 25 high-net-worth individuals. Of its assets, 100.0% ($115M across 706 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 87% | 38% |
| High-net-worth individuals | 13% | 62% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 161 | $43.9M | 38.0% | $272K |
| High-net-worth individuals | 25 | $71.6M | 62.0% | $2.86M |
| Total | 186 | $115M | 100% | $621K |
- Clients
- 161
- Regulatory AUM
- $43.9M
- AUM share
- 38.0%
- Avg. per client
- $272K
- Clients
- 25
- Regulatory AUM
- $71.6M
- AUM share
- 62.0%
- Avg. per client
- $2.86M
Total
- Clients
- 186
- Regulatory AUM
- $115M
- AUM share
- 100%
- Avg. per client
- $621K
- 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
- 101–250
Zenith Advisory Group is paid through 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 one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial planning is a negotiated fixed fee of $500 to $2,500, with 50% paid in advance and the rest on presentation of the plan.
Bart A. Patterson, P.a. owns 50% to 75% of Zenith Advisory Group and is in turn owned by Bart Patterson (75% or more). The leadership team of Zenith Advisory Group includes Chief Compliance Officer Krystal Dale. It has 4 employees, 2 of them in advisory roles.
Staff
- 4 employees
- 2 in advisory functions
- 2 state-registered reps
- 3 insurance agents
- Owns 50% to 75% of Zenith Advisory Group, LLC
Bart A. Patterson, P.a.
Control person · since April 2022
- Owns 75% or more of Bart A. Patterson, P.a.
Bart Patterson
Control person · since April 2022
- Owns 10% to 25% of Zenith Advisory Group, LLC
Michael A. Torres, P.a.
since April 2022
- Owns 75% or more of Michael A. Torres, P.a.
Michael Torres
Control person · since April 2022
- Owns 10% to 25% of Zenith Advisory Group, LLC
Kevin T. Keen, P.a.
since April 2022
- Owns 75% or more of Kevin T. Keen, P.a.
Kevin Keen
Control person · since April 2022
- Owns 10% to 25% of Zenith Advisory Group, LLC
Krystal L. Dale, P.a.
since April 2022
- Owns 75% or more of Krystal L. Dale, P.a.
Krystal Dale
Control person · since April 2022
Besides its headquarters, Zenith Advisory Group has 1 office, with 2 listed addresses in 1 state.
Florida · 2 listed addresses
- 1068 Lake Sumter Landing, The VillagesHQ
- 1900 Se 18th Ave, Ocala
Contact and registration details
- Legal name
- Zenith Advisory Group, LLC
- Headquarters
- 1068 Lake Sumter Landing, The Villages, FL 32162
- Website
- zenithadvisorygroup.com
- Phone
- 352-282-0810
- @zenith-advisory-group
- SEC file
- 801-135252
- Structure
- Florida LLC
- Fiscal year end
- December
Zenith Advisory Group’s named custodian for separately managed accounts is Charles Schwab ($115M). Zenith Advisory Group has custody of $276K for 2 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $115M100%
At year end, Zenith Advisory Group’s separately managed accounts were mostly in stocks (60%) and funds (35%).
What the accounts hold
- Stocks60%
- Funds35%
- Cash5%
How many clients does Zenith Advisory Group have?
Zenith Advisory Group has 186 clients and manages $115 million for them, as of February 2026. They include 161 individual clients and 25 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 February 2026
What services does Zenith Advisory Group offer?
Zenith Advisory Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Zenith Advisory Group use?
Zenith Advisory Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $115M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 February 2026
How many financial advisors does Zenith Advisory Group have?
Zenith Advisory Group has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Zenith Advisory Group invest in?
At the end of its last fiscal year, Zenith Advisory Group’s separately managed accounts held 60% exchange-traded equities, 35% registered funds (mutual funds, ETFs, BDCs) and 5% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Zenith Advisory Group?
Zenith Advisory Group is owned through holding companies by Bart Patterson, Kevin Keen, Michael Torres and Krystal Dale. Its direct owners are Bart A. Patterson, P.a. (50% to 75%), Michael A. Torres, P.a. (10% to 25%), Kevin T. Keen, P.a. (10% to 25%) and Krystal L. Dale, P.a. (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 18 February 2026
How does Zenith Advisory Group get paid?
Zenith Advisory Group is paid through 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
How do I contact Zenith Advisory Group?
Zenith Advisory Group’s main office is at 1068 Lake Sumter Landing, The Villages, FL 32162. Its phone number is 352-282-0810. Its website is zenithadvisorygroup.com.
