Zoe Financial, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in New York, NY. Its latest Form ADV filing, dated April 24, 2026, reports $283M in regulatory assets under management, 45 employees, and 2,749 accounts.
Assets Under Management
$283M
Employees
45
Offices
--
Total Clients
1,689
Primary office
NEW YORK, NY
666 THIRD AVE., 6TH FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 93.5% of total clients.
Top client categories% of clientsClients
1
Individuals
93.5%
1,579
2
Other Advisers
4.8%
81
3
HNWI
1.7%
29
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$283Mas of April 24, 2026
Discretionary41.7%
$118M
42% of total RAUM41.7%
Non-discretionary58.3%
$165M
58% of total RAUM58.3%
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$283M
Total Accounts2,749
10Y AUM Change+$283M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees45
Clients per Employee38:1
10Y Employee Change+43 (+2150.0%)
* 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.