Jiaxuan Zhuang
MZ Capital · Bethesda, Maryland
Jiaxuan Zhuang is a fee-only financial advisor at MZ Capital in Bethesda, Maryland. Jiaxuan focuses on tax planning, estate & legacy planning and small business owners. MZ Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Physicians
- Founders
Facts
| Firm | MZ Capital |
|---|---|
| Based in | Bethesda, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $150.1M across 71 accounts |
| SEC registration | Investment adviser representative in DC, MD, VA · CRD 3231950 |
| Exams passed | Series 65 (2005) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.mzcap.com |
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Questions about Jiaxuan
Is Jiaxuan Zhuang a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jiaxuan holds no broker registration, and MZ Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jiaxuan charge for financial advice?
Jiaxuan's firm, MZ Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jiaxuan Zhuang based?
Jiaxuan Zhuang is based in Bethesda, Maryland.
What does Jiaxuan specialize in?
Jiaxuan's specialties include tax planning, estate & legacy planning, small business owners, physicians & residents, founders (pre-exit) and family wealth transfer. Jiaxuan works with physicians and founders.
Is Jiaxuan Zhuang registered with the SEC?
Yes. Jiaxuan Zhuang is registered as an investment adviser representative in DC, MD and VA (CRD 3231950), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does MZ Capital manage?
MZ Capital reports $150.1M across 71 accounts in assets under management.
How do I contact Jiaxuan Zhuang?
Through Jiaxuan's website, www.mzcap.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
- MZ Capital 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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