Zenia Delgado
Galliott Capital Advisors · Beverly Hills, California
Zenia Delgado is a fee-only financial advisor at Galliott Capital Advisors in Beverly Hills, California. Galliott Capital Advisors reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Who they serve
- Founders
- Multi-generational families
- Ultra high net worth
Facts
| Firm | Galliott Capital Advisors |
|---|---|
| Based in | Beverly Hills, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Accepting new clients | Yes |
| Assets under management | $249.0M across 113 accounts |
| SEC registration | Investment adviser representative in CA · CRD 5061089 |
| Exams passed | Series 66 (2010) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.galliott.com |
How Zenia's firm compares
- Galliott Capital Advisors's average account is about $2.2 million, from its Form ADV (assets managed divided by 113 accounts).
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Questions about Zenia
Is Zenia Delgado a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Zenia holds no broker registration, and Galliott Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Zenia charge for financial advice?
Zenia's firm, Galliott Capital Advisors, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Zenia Delgado based?
Zenia Delgado is based in Beverly Hills, California.
Is Zenia Delgado registered with the SEC?
Yes. Zenia Delgado is registered as an investment adviser representative in CA (CRD 5061089), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Galliott Capital Advisors manage?
Galliott Capital Advisors reports $249.0M across 113 accounts in assets under management.
How do I contact Zenia Delgado?
Through Zenia's website, www.galliott.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
- Galliott Capital Advisors 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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