Zora Financial

Overview

Zora Financial is an independent registered investment adviser organized as an LLC that focuses on serving individual and family clients, along with small-business owners. The firm combines financial planning with discretionary portfolio management and offers pension consulting and educational workshops. Fee arrangements are a mix of percentage-of-AUM and fixed fees, and the advisory program is largely run on a discretionary basis, given the firm reports its full asset base as discretionary. On the investment side, Zora Financial relies primarily on publicly available pooled products for core exposure—public funds and mutual funds make up the vast majority of assets under management—while supplementing those positions with allocations to third-party alternative managers. The firm is not identified as an active ESG investor and does not position itself as a multi-state adviser or capital allocator; its practice appears focused on delivering integrated planning and portfolio management to a relatively compact client base.

Assets & Accounts

Investments & Alternatives

Location & Offices