Firm profile

MANZIL INVESTMENT ADVISORS, LLC

CRD 308500Latest ADV March 25, 2026

Manzil Investment Advisors, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 25, 2026, reports $146,896 in regulatory assets under management, 4 employees, and 94 accounts.

Assets Under Management
$147K
Employees
4
Offices
--
Total Clients
94
Primary office
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOMohamad M. Sawwaf
CCOKhurram Z. Agha
CFOMustafa H. Elkalza

Advisory services offered

2 types reported
Portfolio management for individuals and small businesses
Portfolio management for investment companies

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 98.9% of total clients.
Top client categories% of clientsClients
1
Individuals
98.9%
93
2
Investment Cos.
1.1%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$147Kas of March 25, 2026
Discretionary100.0%
$147K
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$147K
Total Accounts94
10Y AUM Change+$147K

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee24:1
10Y Employee Change+2 (+100.0%)

* 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.