Zhang Capital Management Corp.

RIASEC Registered
Total AUM
$1.1M
Discretionary
$1.1M
100% of AUM
Avg account
$188K
Accounts
6
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
148230
Fee structure
Performance Based Fees
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 100%100%
  • Cash & Cash Equivalents100%

Owners & executives

1 of 1
  • Zhiheng Zhang

    President and Chief Compliance OfficerCRD 2459854

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth