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Zerke Advisors, Inc. (Houston)


Zerke Advisors, Inc. is an adviser based in Houston. It manages $40.34 million of regulatory assets for 176 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Texas.

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Zerke Advisors provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Zerke Advisors: assets under management

The assets under management (AUM) of Zerke Advisors, Inc. is $40.34 million. The firm's AUM has grown by 25% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $36.92 million in discretionary accounts and $3.42 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $215.92 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $684.26 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Zerke Advisors, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Houston

The principal office where Zerke Advisors, Inc. performs its advisory services is located at 440 Louisiana Street, Houston, TX 77002, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (713) 236-7715 or by fax (713) 236-7713. The normal business hours are by appointment only on Monday - Friday. You can find more information about the New York firm at www.zerke.com.


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