Zhang Capital Management Corp.
Firm details
- Headquarters
- ,
- CRD number
- 148230
- Fee structure
- Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Zhang Capital Management Corp. is a small, individually owned advisory firm focused on portfolio management for individuals and small businesses. The firm runs discretionary mandates and charges performance-based fees, a compensation structure that aligns the adviser’s pay with investment results. Filings show the firm is not an active ESG investor and is not registered as a multi-state adviser, indicating a limited geographic footprint and a concentrated, client-focused practice rather than a broad institutional platform. Investment activity is conservative in practice: the advisor’s reported asset mix is almost entirely cash and cash equivalents, suggesting either a short-term capital preservation approach or portfolios that are temporarily de-risked. The firm lists mutual funds among the instruments it uses, which points to a reliance on pooled vehicles for market exposure rather than direct, concentrated equity positions or significant public securities trading.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents100%
Owners & executives
1 of 1Zhiheng Zhang
President and Chief Compliance OfficerCRD 2459854
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations