DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Christopher Alan Zook

Caz Investments L.P.asset managerHouston, TxIA-onlyIAPD 2125318
Feed of 09/14/2026
Also filed as Christopher Alan Zook
At current firm
25 y
since Aug 16, 2001
In the industry
35 y
since Feb 21, 1991 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
2
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Professional profile
what the firm itself publishes, with the page it was read from
Title
Chairman & Chief Investment Officerreportedcazinvestments.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history
IAPD current and previous registrations
Moves
a registration end followed by a registration begin elsewhere
Signals
  • Christopher Alan Zook, registered through Caz Investments L.P. (Houston, TX), is a direct owner of Bonaccord Capital Partners, an adviser first registered 2026-02-03
    Feb 3, 2026 · Owner of a newly registered adviser · fact
Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance
Source
IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class
Asset manager (funds and pooled vehicles)derived
Years in industry
35derivedfrom the earliest dated exam, employment or registration
Not published
disclosure flags, outside business text, branch street address