SEC Disclosures & ADV Forms

Zacks Intelligence LLC ("Zacks Intelligence") 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's advisory business is limited to providing individuals (each referred to as a "User") with an interactive online platform at https://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 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. The Service is provided using data from research reports, general financial principles, other historical and general data, and User's holdings and inputs. Zacks Intelligence provides the Service solely through its interactive website. Zacks Intelligence does not meet with Users at its office. Zacks Intelligence does not manage any assets or participate in any wrap fee programs. As of November 17, 2025, Zacks Intelligence managed $0 on behalf of any clients.

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