Zhang Financial

Registered investment advisor · Portage, Michigan · CRD #159257

Assets Under Management

$8.4B

Client Accounts

7,855

Employees

CRD Number

159257

Registration

SEC Registered

Custodian

Lpl Financial Llc, State Street Bank And Trust Company, Charles Schwab & Co., Inc.

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Zhang Financial

Zhang Financial is a fee-only wealth management firm and multi-family office based in Portage, Michigan. Founded in 1991 by Charles Zhang, the firm manages over $7.8 billion in assets and boasts a client asset retention ratio exceeding 99%. Recognized as a leader in independent financial services, Zhang Financial ranks #6 on Forbes' list of America's Top RIA Firms for 2023 and 2024. The firm offers a range of customized financial services, including integrated wealth planning, investment manage

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Yes

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Zhang Financial

Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

Frequently Asked Questions

What is Zhang Financial's AUM?

Zhang Financial reports approximately $8.4B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Zhang Financial headquartered?

Zhang Financial is headquartered in Portage, Michigan.

What is Zhang Financial's CRD number?

Zhang Financial's CRD number is 159257. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.