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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 2,181 | 2,331 | increased by150 |
| Apr 1, 2026 | AUM | $7,176,436,236 | $8,370,163,197 | increased by$1,193,726,961 |
| Apr 1, 2026 | Accounts | 7,270 | 7,855 | increased by585 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 48 | 50 | increased by2 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 2,076 | 2,181 | increased by105 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $6,547,690,960 | $7,176,436,236 | increased by$628,745,276 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 6,876 | 7,270 | increased by394 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 35 | 48 | increased by13 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,626 | 2,076 | increased by450 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $4,784,376,786 | $6,547,690,960 | increased by$1,763,314,174 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 5,045 | 6,876 | increased by1,831 |
| Apr 1, 2022 | Employees | 31 | 35 | increased by4 |
| Apr 1, 2022 | Clients | 1,517 | 1,626 | increased by109 |
| Apr 1, 2022 | AUM | $4,003,179,936 | $4,784,376,786 | increased by$781,196,850 |
| Apr 1, 2022 | Accounts | 4,667 | 5,045 | increased by378 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ZHANG FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ZHANG FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
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.