RIA Intel›Advisers›Alabama›ZORA FINANCIAL, LLC

ZORA FINANCIAL, LLC

Advisory

AL

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in AL

#121

of 158 advisers by AUM

Average account

$177K

across 401 accounts

AUM per adviser

$24M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$71M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$71M

Discretionary AUM$71M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients78

Team

Total Employees4

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAL, LA, TX, UT

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

78 clients

27 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 AL

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

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CHITWOOD ADVISORY GROUP

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SUTTON, SCOTT EDMOND

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