← Directory
URBAN INVESTMENT ADVISORS
Legal name: URBAN INVESTMENT ADVISORS, INC.,
CRD 222524File 801-103474
APPROVED
Filing as of Jun 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.45B
Top 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $2.45B
Clients
0
12 accounts
Employees
3
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jul 24, 2015
- Principal office
- 1 BELVEDERE PLACE, SUITE 200, MILL VALLEY, CA, 94941
- Phone
- 415-461-8600
- Website
- https://www.urbaninv.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.45B
- Discretionary AUM
- $0
- Non-discretionary AUM
- $2.45B
- Discretionary accounts
- 0
- Non-discretionary accounts
- 12
- Total accounts
- 12
- AUM per client
- —
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.07B |
| Other investment advisers | Fewer than 5 | $346.7M |
| High net worth individuals | Fewer than 5 | $117.3M |
| Pension and profit sharing plans | Fewer than 5 | $918.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for other
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | AUM | $2,557,404,871 | $2,451,701,456 | decreased by$105,703,415 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 5 | — | |
| May 1, 2025 vs Oct 1, 2022 | AUM | $598,600,209 | $2,557,404,871 | increased by$1,958,804,662 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 9 | 12 | increased by3 |
| Feb 1, 2022 | AUM | $605,021,057 | $598,600,209 | decreased by$6,420,848 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “URBAN INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“URBAN INVESTMENT” 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.