URBAN INVESTMENT ADVISORS

Legal name: URBAN INVESTMENT ADVISORS, INC.,

CRD 222524File 801-103474

APPROVED

Filing as of Jun 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$2.45B

Top 25% of cohort (national)

Discretionary AUM

Non-discretionary $2.45B

Clients

12 accounts

Employees

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, 5G

Compensation

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 11

This 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.