Scot Morris
Z3 Capital Partners · Richmond, Virginia
Scot Morris is a fee-only financial advisor at Z3 Capital Partners in Richmond, Virginia. Scot 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 TX, VA · CRD 1470835 |
| Exams passed | Series 63 (1986) · Series 65 (1992) |
| Firm size | 5 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.z3capital.com |
| Profile |
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Questions about Scot
Is Scot Morris a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Scot 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 Scot charge for financial advice?
Scot's firm, Z3 Capital Partners, reports charging a percentage of assets on its SEC Form ADV.
Where is Scot Morris based?
Scot Morris is based in Richmond, Virginia.
What does Scot specialize in?
Scot's specialties include physicians & residents, small business owners and estate & legacy planning. Scot works with founders, executives and physicians.
Is Scot Morris registered with the SEC?
Yes. Scot Morris is registered as an investment adviser representative in TX and VA (CRD 1470835), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
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 Scot Morris?
Through Scot'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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