Charles William Zeller
Investment adviser representative at Caz Investments L.P.
12 yearsExperience
1 stateRegistered in
CFADesignation
$10.8BFirm 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Caz Investments L.P.Aug 2022 to now
- Robert W. Baird & Co.Aug 2018 to May 2022
- Dimensional Fund AdvisorsAug 2014 to Jul 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 1 state (TX).
Caz Investments L.P.
$10.8BAssets managed
103Clients
26Advisers
25 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
- 6404764
- Firm CRD
- 113931