SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Zero Labs Inc.
San Francisco, CA
CRD 343612
Firm filing updated September 21, 2026 ·
- $100KAssets
- 125Clients
- 1Advisory staff
- 125Accounts
Fees and minimums
All fee types on the form
- Subscription fees (for a newsletter or periodical)Yes
- Percentage of assets under managementNo
- Hourly chargesNo
- Fixed feesNo
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals125
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 125 | $100,000 |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for individuals and/or small businesses
Assets and accounts
- Regulatory assets$100,000
- Accounts125
- DiscretionaryAll accounts
People
- Employees4
- Advisory staff1
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients0
Registration details
- SEC-registered investment advisor. CRD 343612, SEC file 801-137359.
- Registered with the SEC as an investment advisor (status date on record: September 21, 2026).
Is Zero Labs Inc. a fiduciary?
Short answer: Zero Labs Inc. is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.