Zachary Olson
Drum Hill Capital · Westport, Connecticut
Zachary Olson is a fee-only financial advisor at Drum Hill Capital in Westport, Connecticut. Drum Hill Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Zachary →
Facts
| Firm | Drum Hill Capital |
|---|---|
| Based in | Westport, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $194.3M across 210 accounts |
| SEC registration | Investment adviser representative in CT · CRD 5999543 |
| Exams passed | Series 65 (2012) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.drumhill.com |
| Profile |
How Zachary's firm compares
- Drum Hill Capital's average account is about $925,000, from its Form ADV (assets managed divided by 210 accounts).
Request an introduction to Zachary
Tell Zachary a little about what you're looking for. Zachary isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Zachary
Is Zachary Olson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Zachary holds no broker registration, and Drum Hill Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Zachary charge for financial advice?
Zachary's firm, Drum Hill Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Zachary Olson based?
Zachary Olson is based in Westport, Connecticut.
Is Zachary Olson registered with the SEC?
Yes. Zachary Olson is registered as an investment adviser representative in CT (CRD 5999543), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Drum Hill Capital manage?
Drum Hill Capital reports $194.3M across 210 accounts in assets under management.
How do I contact Zachary Olson?
Through Zachary's website, www.drumhill.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
- 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.
See something wrong? Request a correction. Read our methodology.