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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-03-1994
- Office Locations
- 2
Office Locations
About Urban Financial Advisory Corporation
Urban Financial Advisory Corporation is an independent Chicago-based RIA serving clients globally with planning-led wealth management. The firm develops investment policy and portfolios using a mix of public funds and ETFs alongside fixed income, and integrates income/transfer-tax planning, risk management, and benefits analysis. A differentiator is in-house tax compliance plus trust and estate administration, delivered in a high-touch, referral-driven model; custodied at Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
STEVEN DOUGLAS URBAN
Chief Compliance Officer, Investment Advisor, President
- CRD
- #2349888
- Ownership
- 75% or more
Jeremy A Ander
PRINCIPAL
- CRD
- #7989098
- Ownership
- 5% but less than 10%
Showing 2 of 3 owners & executives
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Andrew N Kitay
--
- CRD
- #8233902
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,176,727,990 | $1,478,301 |
| Non-Discretionary | $98,661,174 | $583,794 |
| Total | $1,275,389,164 | $1,321,647 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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