Zions Capital Advisors, Inc.
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 131308
- SEC number
- 801-63287
- Firm type
- RIA
- Assets under management
- $830.8M as of Mar 24, 2026
- Website
- www.ilmgmt.com ↗
- Phone
- 800-608-3202
- Address
- Zions Capital Advisors, Salt Lake City, UT, 84133
Advisors at this firm
13 in our index · page 1 of 1
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Samuel Lewis AllenCRD 3039797 · Salt Lake City, UTIA RegisteredBroker
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Guy Earl CowdenCRD 4121986 · Houston, TXIA RegisteredBroker
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Douglas Robert GrayCRD 2555216 · Salt Lake City, UTIA RegisteredBrokerDisclosure event(s) on record
-
Andrew Robert GrillCRD 6754905 · Salt Lake City, UTIA RegisteredRegistration inactive
-
Jennifer Kyle HashCRD 4123554 · Salt Lake City, UTIA RegisteredBroker
-
Joseph IrvinCRD 6383972 · Salt Lake City, UTIA RegisteredRegistration inactive
-
Richard Joseph JohnsonCRD 5269717 · Salt Lake City, UTIA RegisteredBroker
-
Scott Davis KellnerCRD 6273840 · Salt Lake City, UTIA Registered
-
Catherine Elizabeth NovakCRD 4082658 · Houston, TXIA RegisteredBroker
-
Bruce O SnowCRD 5297425 · Salt Lake City, UTIA RegisteredRegistration inactive
-
Jordan T TaylorCRD 7262498 · Salt Lake City, UTIA RegisteredRegistration inactive
-
Anthony Gino ValeriCRD 2446578 · San Diego, CAIA RegisteredRegistration inactive
-
Stephen Lawrence WilldenCRD 6319554 · Salt Lake City, UTIA RegisteredBroker
1–13 of 13
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 131308 ↗
FINRA BrokerCheck record for firm CRD 131308 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.