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ZURAW FINANCIAL ADVISORS, LLC
CRD 173129File 801-80364
APPROVED
Retail clients
Custody
Filing as of Feb 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$519.9M
Above cohort median (national)
Discretionary AUM
$519.9M
Clients
165
756 accounts
Employees
3
Above cohort median in NC
Identity & registration
ADV Item 1- Organization form
- Other (specify)
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Sep 24, 2014
- Principal office
- 806 GREEN VALLEY ROAD, SUITE 201, GREENSBORO, NC, 27408
- Phone
- 336. 290 7062 EXT 101
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $519.9M
- Discretionary AUM
- $519.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 756
- Non-discretionary accounts
- 0
- Total accounts
- 756
- AUM per client
- $3.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 10 | $93.2M |
| High net worth individuals | 64 | $395.5M |
| Banking or thrift institutions | Fewer than 5 | $32K |
| Individuals (other than high net worth individuals) | 90 | $31.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- 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 |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 2 | 3 | increased by1 |
| Mar 1, 2026 | Clients | 166 | 165 | decreased by1 |
| Mar 1, 2026 | AUM | $504,390,861 | $519,944,390 | increased by$15,553,529 |
| Mar 1, 2026 | Accounts | 754 | 756 | increased by2 |
| Feb 1, 2026 | Employees | 3 | 2 | decreased by1 |
| Feb 1, 2026 | Clients | 151 | 166 | increased by15 |
| Feb 1, 2026 | AUM | $444,127,224 | $504,390,861 | increased by$60,263,637 |
| Feb 1, 2026 | Accounts | 730 | 754 | increased by24 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 2 | 3 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 152 | 151 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $309,198,959 | $444,127,224 | increased by$134,928,265 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 651 | 730 | increased by79 |
| Mar 1, 2022 | Employees | 1 | 2 | increased by1 |
| Mar 1, 2022 | Clients | 154 | 152 | decreased by2 |
| Mar 1, 2022 | AUM | $304,503,458 | $309,198,959 | increased by$4,695,501 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ZURAW FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ZURAW 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.