ZAKI FINANCIAL LLC

Overview

Zaki Financial LLC is a small, independent registered investment adviser that runs a concentrated, equity-first approach for individuals, families and a limited number of institutional clients. The firm combines financial planning with discretionary portfolio management and the selection of third‑party advisers, positioning itself more as a capital allocator for client portfolios than a broad multi-asset manager. Investment activity is focused on exchange-traded securities — both ETFs and individual equities — and the firm appears to favor liquid, publicly traded instruments for the bulk of client assets. Services indicate a mix of fee models (percentage of AUM, hourly and fixed fees), which supports tailored planning engagements alongside ongoing portfolio oversight. Zaki Financial does not report active ESG investing and is not structured as a multi-state adviser, suggesting a regional footprint and a straightforward investment policy centered on publicly traded equities supplemented by specific alternative real estate allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices