David Zuckerman
Zuckerman Capital Management · Los Angeles, California
David Zuckerman is a fee-only financial advisor at Zuckerman Capital Management in Los Angeles, California, who holds the CFP credential. Zuckerman Capital Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Zuckerman Capital Management |
|---|---|
| Based in | Los Angeles, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Languages | Mandarin |
| Accepting new clients | Yes |
| Assets under management | $123.5M across 386 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 4616692 |
| Exams passed | Series 63 (2003) · Series 65 (2003) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.zuckermancapital.com |
| Profile |
How David's firm compares
- Zuckerman Capital Management's average account is about $320,000, from its Form ADV (assets managed divided by 386 accounts).
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Questions about David
Is David Zuckerman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Zuckerman Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Zuckerman Capital Management, reports charging a percentage of assets on its SEC Form ADV.
What languages does David work in?
Besides English, Zuckerman Capital Management offers service in Mandarin, according to its website.
Where is David Zuckerman based?
David Zuckerman is based in Los Angeles, California.
What credentials does David Zuckerman hold?
David Zuckerman holds the CFP credential.
Is David Zuckerman registered with the SEC?
Yes. David Zuckerman is registered as an investment adviser representative in CA and TX (CRD 4616692), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Zuckerman Capital Management manage?
Zuckerman Capital Management reports $123.5M across 386 accounts in assets under management.
How do I contact David Zuckerman?
Through David's website, www.zuckermancapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Los Angeles
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
- Zuckerman Capital Management 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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