Zhang Financial is an SEC registered investment adviser organized as a limited liability company with a primary office location in Portage, MI. Its latest Form ADV filing, dated March 31, 2026, reports $8.4B in regulatory assets under management, 50 employees, 8 offices, and 7,855 accounts.
Top client segmentHNWI represent 58.1% of total clients.
Top client categories% of clientsClients
1
HNWI
58.1%
1,355
2
Individuals
40.3%
940
3
Corporations
0.6%
13
4
Pension Plans
0.4%
10
5
Charitable
0.3%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$8.4Bas of March 31, 2026
Discretionary67.0%
$5.6B
67% of total RAUM67.0%
Non-discretionary33.0%
$2.8B
33% of total RAUM33.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$8.4B
Total Accounts7,855
10Y AUM Change+$5.9B (+238.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees50
Clients per Employee47:1
10Y Employee Change+32 (+177.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.