Alicia Borghi
Z3 Capital Partners · Richmond, Virginia
Alicia Borghi is a fee-only financial advisor at Z3 Capital Partners in Richmond, Virginia. Alicia focuses on physicians & residents, small business owners and estate & legacy planning. Z3 Capital Partners reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Physicians
Facts
| Firm | Z3 Capital Partners |
|---|---|
| Based in | Richmond, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $466.8M across 1,009 accounts |
| SEC registration | Investment adviser representative in VA · CRD 2472357 |
| Exams passed | Series 63 (1994) · Series 65 (1996) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.z3capital.com |
| Profile |
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Questions about Alicia
Is Alicia Borghi a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alicia holds no broker registration, and Z3 Capital Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alicia charge for financial advice?
Alicia's firm, Z3 Capital Partners, reports charging a percentage of assets on its SEC Form ADV.
Where is Alicia Borghi based?
Alicia Borghi is based in Richmond, Virginia.
What does Alicia specialize in?
Alicia's specialties include physicians & residents, small business owners and estate & legacy planning. Alicia works with founders, executives and physicians.
Is Alicia Borghi registered with the SEC?
Yes. Alicia Borghi is registered as an investment adviser representative in VA (CRD 2472357), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Z3 Capital Partners manage?
Z3 Capital Partners reports $466.8M across 1,009 accounts in assets under management.
How do I contact Alicia Borghi?
Through Alicia's website, www.z3capital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Z3 Capital Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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