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CRD 312063
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| STEVEN S ZANGMEISTER | Chartered Financial Consultant | Medina, OH | MIROMAR LAKES, FL | 5 | 38 | 4 | no |
| Jason Matthew Zangmeister | n/a | MIROMAR LAKES, FL | Medina, OH | 5 | 17 | 4 | no |
| RICHARD HARRINGTON HARRIS | Chartered Financial Analyst | Medina, OH | MIROMAR LAKES, FL | 5 | 13 | 2 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| HARRIS, RICHARD, HARRINGTON | CHIEF COMPLIANCE OFFICER | Na | yes | 12/2020 | Jun 4, 2026 | Jun 4, 2026 |
| ZANGMEISTER, STEVEN, S | MANAGING MEMBER / PRINCIPAL | E | yes | 12/2020 | Jun 4, 2026 | Jun 4, 2026 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Medina | Oh | United States | 2 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 4, 2026 | $1.2B | $1.1B | 5 | 3 | 1 | n/a | n/a |
| 2024 | Mar 13, 2025 | $992M | $942M | 5 | 3 | 1 | n/a | n/a |
| 2023 | Mar 8, 2024 | $874M | $825M | 5 | 3 | 1 | n/a | n/a |
| 2022 | Feb 28, 2023 | $728M | $675M | 5 | 3 | 1 | n/a | n/a |
| 2021 | Feb 7, 2022 | $896M | $829M | 5 | 3 | 1 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.2B | $992M | 19.6% | $728M | 17.7% | 5 | 5 | 1 | 1 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 3 | Apr 8, 2021 | Feb 17, 2021 | MEDINA, OH | Team lift out | Ibd to new firm | 0.1% |