RIA Intel›Advisers›Indiana›ZAKI FINANCIAL LLC

ZAKI FINANCIAL LLC

Advisory

INDIANAPOLIS, IN

Data as of Mar 23, 2026 · Source: SEC Form ADV

Average account

$169K

across 42 accounts

AUM per adviser

$4M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM

$7M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$7M

Discretionary AUM$7M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients42

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIN, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

42 clients

8 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in IN

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

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KINGDOM FINANCIAL, LLC

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TOWNSEND, ADAM TIMOTHY

$8M

VASQUEZ FINANCIAL CONSULTING LLC

$7M

NAAB, JUSTIN M.

$7M

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