URBAN FINANCIAL ADVISORY CORPORATION

Legal name: URBAN FINANCIAL ADVISORY CORP

CRD 110057File 801-47160

APPROVED

Retail clients

Filing as of Jul 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.28B

Above cohort median (national)

Discretionary AUM

$1.18B

Non-discretionary $98.7M

Clients

256

965 accounts

Employees

Above cohort median in IL

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: CHRO
Registration date: Aug 3, 1994
Principal office: 33 N. LA SALLE ST., SUITE 1210, CHICAGO, IL, 60602
Phone: 312-379-0150
Website: HTTP://WWW.UFINADV.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.28B
Discretionary AUM: $1.18B
Non-discretionary AUM: $98.7M
Discretionary accounts: 796
Non-discretionary accounts: 169
Total accounts: 965
AUM per client: $5.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$51.1M
Charitable organizations	Fewer than 5	$883K
High net worth individuals	163	$1.19B
Pension and profit sharing plans	Fewer than 5	$2.9M
Individuals (other than high net worth individuals)	87	$28.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.