RIA Intel›Advisers›Michigan›ZHANG FINANCIAL LLC

ZHANG FINANCIAL LLC

Advisory

N·PORTAGE, MI

Data as of Jan 12, 2026 · Source: SEC Form ADV

Total AUM

$7.2B

1-Year AUM Growth

+19.6%

3-Year CAGR

+12.3%

Employees

20

Assets Under Management

Total AUM$7.2B

Discretionary AUM$4.8B

Non-Discretionary AUM$2.4B

Discretionary %66.3%

Total Clients2,181

Team

Total Employees20

Investment Advisers50

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record45

First FilingDec 16, 2011

Latest FilingJan 12, 2026

🔒 Full AUM trend chart and 45 historical filings spanning 15+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ZHANG FINANCIAL LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.