ZHANG FINANCIAL

RIASEC RegisteredEst. 2012

Total AUM

$8.4B

Discretionary

$5.6B

67% of AUM

Avg account

$1.1M

Accounts

7,855

Employees

Advisory reps

Firm details

Headquarters: PORTAGE, Michigan
CRD number: 159257
Registered since: January 12, 2012
Website: www.zhangfinancial.com
Custodians: LPL FINANCIAL LLC, STATE STREET BANK AND TRUST COMPANY, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI61.98%
State / Municipal Government22.9%
Charitable Organizations8.47%
Individuals5.41%
Pension & Profit Sharing Plans0.83%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Zhang Financial is an independent registered investment adviser organized as an LLC and operating as a capital allocator for both individual/family and institutional clients. The firm has been SEC-registered since 2012 and is owned by an individual. Its advisory services emphasize financial planning and portfolio management across individual, small-business and institutional mandates, plus pension consulting and investor education workshops. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options. The firm does not position itself as an ESG investor and is not designated as a multi-state adviser in the source data. Zhang Financial has received industry recognition: a mention among Top RIA Firms by FA Magazine in 2020 and placements on Forbes’ lists of America’s Top RIA Firms in 2023 and Top RIA Firms in 2024.