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| Keyboard |
| Zhang Financial LLC
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|---|---|
| CRD # | 159257 |
| SEC # | 801-72987 |
| CIK # | 0001776290 |
| AUM | 8,370.2 M (2026-03-31) |
| Employees | 50 (38% Investors, 0% Brokers) |
| Phone | 269-385-5888 |
| Address | 5931 Oakland Dr Portage, MI 49024 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| iShares Comex Gold Trust | 0.0 | ||
| Stryker Corp | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 940 | 0.5 |
| (b) Individuals (high net worth individuals) | 1,355 | 5.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 0.1 |
| (h) Charitable organizations | 8 | 0.7 |
| (i) State or municipal government entities | 5 | 1.9 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 7,855 | 8.4 |
| By Discretionary | ||
| Discretionary | 7,455 | 5.6 |
| Non-Discretionary | 400 | 2.8 |
| Total | 7,855 | 8.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 8.3 | |
| Total | 7,855 | 8.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001776290] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.8B |
| Serves | Institutional, Retail, Research |
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