SEC Disclosures & ADV Forms
Zacks Intelligence LLC ("Zacks Intelligence" or the "Adviser") was founded in 2024 and has been a registered investment adviser with the United States Securities & Exchange Commission since December 2024. Zacks Intelligence is a wholly owned subsidiary of Zacks Investment Research, Inc ("ZIR"). Zacks Intelligence has two separate advisory businesses, Zacks Wealth Partners and Zacks Insight (a product of Zacks Intelligence LLC).
Accounts with the Zacks Wealth Partners program are primarily managed on a discretionary basis. This program offers clients an asset allocation approach to investments. Adviser is hired by clients to manage assets according to a specific investment strategy (or strategies) based on the client's investment objectives. Clients may impose reasonable mandates or restrictions, such as position limits or avoiding certain securities or types of securities. Zacks Intelligence has a sub advisory agreement with Zacks Investment Management, Inc. ("ZIM"), an affiliate, to assist in providing these services. Please refer to Fees and Compensation, Review of Accounts, and Client Referrals and Other Compensation sections for more information about Zacks Intelligence Services and Investment Consultants. As of February 23, 2026, Zacks Intelligence managed $0 on behalf of any clients.
Zacks Insight is limited to providing individuals (each referred to as a "User") with an interactive online platform at zacksinsight.com (the "Site"). Through use of artificial intelligence, investment tools, and large language models the Site generates investment recommendations, investment guidance, and financial/market related information based on User queries (the "Service"). The Service is offered at three subscription tiers: "Basic", "Pro", and "Premium" (each a "Tier" and collectively the "Tiers"). Each Tier offers differing levels of access to both the artificial intelligence, investment tools, and research materials available. The Service is generally tailored to each User's personal financial needs/goals, individual circumstances, and risk tolerance, though the level of personalized advice will differ based on the User's Tier.
Zacks Intelligence does not meet with Clients at its office.
As a Registered Investment Advisor (RIA), transparency and compliance are at the core of our operations. Below, you will find our SEC-mandated disclosures, including Form ADV, which outlines important information about our advisory services and business practices. These documents are provided to ensure our clients have access to the details they need to make informed decisions.
SEC Documents
| Name | Action |
|---|---|
| ADV Form | View PDF → |
| Part 2 Brochures | View → |
| Part 3 — Customer Relationship Summary | View PDF → |