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Nancy Ann Zevenbergen

Investment adviser representative at Zevenbergen Capital Investments LLC
23 yearsExperience
2 statesRegistered in
CFADesignation
$4.6BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

23 years in the industry.

  1. Zevenbergen Capital Investments LLCNov 2003 to now

Designations

  • CFA

Exams passed

  • Series 63 · Uniform Securities Agent State Law1987

State registrations

Registered as an investment adviser representative in 2 states (TX, WA).

Zevenbergen Capital Investments LLC

$4.6BAssets managed
334Clients
13Advisers
23 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
1647033
Firm CRD
128990
Advisor's SEC record (opens in a new tab)
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