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ZURAW FINANCIAL ADVISORS, LLC
CRD 173129File 801-80364
APPROVED
Retail clients
Custody
Filing as of Feb 23, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| 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.