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Zabriskie, Steven (San Antonio)


Zabriskie, Steven is a large advisory firm based in San Antonio. It manages $30 million of regulatory assets for 140 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Texas.

Zabriskie, Steven provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Zabriskie, Steven: assets under management

The assets under management (AUM) of Zabriskie, Steven is $30 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $30 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $214.29 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Zabriskie, Steven 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 San Antonio

The principal office where Zabriskie, Steven performs its advisory services is located at 9218 Serene Creek Drive, San Antonio, TX 78230, 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 210-979-0485 or by fax 210-979-0485. The normal business hours are 8-5 on Monday - Friday.


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