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ZHANG FINANCIAL
Legal name: ZHANG FINANCIAL LLC
CRD 159257File 801-72987
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$8.37B
Top 10% of cohort (national)
Discretionary AUM
$5.61B
Non-discretionary $2.76B
Clients
2,331
7,855 accounts
Employees
50
Top 10% of cohort in MI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 12, 2012
- Principal office
- 5931 OAKLAND DR., PORTAGE, MI, 49024
- Phone
- 269-385-5888
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $8.37B
- Discretionary AUM
- $5.61B
- Non-discretionary AUM
- $2.76B
- Discretionary accounts
- 7,455
- Non-discretionary accounts
- 400
- Total accounts
- 7,855
- AUM per client
- $3.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 13 | $35.0M |
| Charitable organizations | 8 | $708.6M |
| High net worth individuals | 1,355 | $5.19B |
| Pension and profit sharing plans | 10 | $69.8M |
| State or municipal government entities | 5 | $1.92B |
| Individuals (other than high net worth individuals) | 940 | $452.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This 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.