9AT: ZIONS CAPITAL ADVISORS, INC.

ZIONS CAPITAL ADVISORS, INC.

other names

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Adviser Profile

As of Date	08/15/2024
Adviser Type - Large advisory firm
Number of Employees	16 -5.88%
of those in investment advisory functions	4
Registration	SEC, Approved, 07/28/2004

AUM^*	1,759,671,621 -10.22%
of that, discretionary	1,759,671,621 -10.22%
Private Fund GAV^*	0 -100.00%
Avg Account Size	20,461,298 -2.91%
SMA’s	Yes
Private Funds	0
Contact Info	800 xxxxxxx
Websites

Client Types

- State or municipal government entities

Advisory Activities

- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

2B 2B 1B 1B 840M 560M 280M

2015 2016 2017 2018 2019 2020 2021 2022 2023

Discretionary

Non-discretionary

Private Funds

GAV Count

Employees

Brochure Summary

Overview

Zions Capital Advisors, Inc. is a SEC-registered investment adviser with its principal place of business located in Utah. Zions Capital Advisors, Inc. began conducting business in 2004. Listed below are the firm's principal shareholders (i.e., those individuals and/or entities controlling 25% or more of this company).
• Zions Bancorporation, N.A., Parent Company Zions Capital Advisors, Inc. offers the following advisory services to our clients: INSTITUTIONAL LIQUIDITY MANAGEMENT Zions Capital Advisors offers individually customized money market and short-term fixed income asset management services for state, municipal or governmental entities including obligated persons with municipal bond proceeds in several states. Short term investments made in Institutional Liquidity Management (ILM) accounts may include:
• Short term corporate debt securities (other than commercial paper)
• Commercial paper
• Certificates of deposit
• Municipal securities
• Money market mutual fund shares
• United States government agency securities. We provide these services on a discretionary and non-discretionary

basis with investment advisory services based on the needs of the client and stated objectives/guidelines of the account. We manage accounts in accordance with local statutes and regulations governing the investment of public funds. These accounts are marketed under the DBA name Corporate Investments & Liquidity Management. RELATIONSHIP MANAGEMENT SERVICES Advisory clients may also engage Zions Capital Advisors to serve as the client’s account liaison with applicable custodians and provide typical administrative services with respect to certain of the client’s assets. Relationship Management Services may be sought, for example, by clients with legacy securities holdings and other assets intended to be retained for a significant period of time. Typical services may include communicating with custodians and facilitating client requested account contributions/distributions, titling, trades, exchanges, orders, special requests, and account journaling. AMOUNT OF MANAGED ASSETS As of 02/15/2024, we were actively managing a total of $1,816,084,542 in assets. Of that, all $1,816,084,542 of clients' assets were managed on a discretionary basis.