RIA Intel›Advisers›Ohio›ZAK ADVISORY, LLC

ZAK ADVISORY, LLC

Advisory

ROCKY RIVER, OH

Data as of Feb 3, 2026 · Source: SEC Form ADV

Average account
$131K
across 46 accounts
AUM per adviser
$6M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 3, 2026.

Total AUM
$6M
Discretionary %
100%
Clients
29
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$6M
Discretionary AUM$6M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients29
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOH
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OH

Closest by assets under management. All figures from Form ADV.

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0.0% 1Y
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WHITESTONE CAPITAL MANAGEMENT, INC.
$6M
GLASS CITY CAPITAL MANAGEMENT, LLC
MAUMEE, OH
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NEXTGEN WEALTH DEFENSE LLC
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$6M

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