Deprince, Race & Zollo, INC.
Winter Park, FL·SEC-registered · CRD #112099
Deprince, Race & Zollo, INC. is an SEC-registered investment advisory firm in Winter Park, FL managing $5.9B across 80 client accounts, with 14 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$5.9B
Client accounts
80
Advisory staff
14
Fee model
Fee-only
How Deprince, Race & Zollo, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Deprince, Race & Zollo, INC.
How much does Deprince, Race & Zollo, INC. manage?
Per its most recent SEC Form ADV filing (05/08/2026), Deprince, Race & Zollo, INC. reports $5.9B in regulatory assets under management across roughly 80 client accounts.
How does Deprince, Race & Zollo, INC. charge?
Deprince, Race & Zollo, INC. is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Deprince, Race & Zollo, INC. a fiduciary?
Yes. Deprince, Race & Zollo, INC. is registered with the U.S. Securities and Exchange Commission (CRD #112099), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Deprince, Race & Zollo, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Deprince, Race & Zollo, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Winter Park, FL
Profile compiled from Deprince, Race & Zollo, INC.'s public SEC Form ADV filing (CRD #112099, filed 05/08/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Deprince, Race & Zollo, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Deprince, Race & Zollo, INC.? Claim this profile.