GREENSBORO, NCCRD 173129Latest ADV February 23, 2026
Zuraw Financial Advisors, LLC is an SEC registered investment adviser with a primary office location in Greensboro, NC. Its latest Form ADV filing, dated February 23, 2026, reports $520M in regulatory assets under management, 3 employees, 1 office, and 756 accounts.
Assets Under Management
$520M
Employees
3
Offices
1 office
Total Clients
165
Primary office
GREENSBORO, NC
806 GREEN VALLEY ROAD, SUITE 201, GREENSBORO, NC, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 54.5% of total clients.
Top client categories% of clientsClients
1
Individuals
54.5%
90
2
HNWI
38.8%
64
3
Corporations
6.1%
10
4
Banks
0.6%
1
Categories with <5 clients
Banking or thrift institutions<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$520Mas of February 23, 2026
Discretionary100.0%
$520M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$520M
Total Accounts756
10Y AUM Change+$354M (+213.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee55:1
10Y Employee Change+1 (+50.0%)
* 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.