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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-29-2019
- Office Locations
- 1
Office Locations
About Zhang Capital Management Corp.
Zhang Financial is a fee-only, independent wealth management and financial planning firm built on transparent advice and an academic, evidence-based investment philosophy. Led by CFP professional Charles Zhang, it has earned prominent national recognition, including Barron’s #1 ranking among America’s Top 100 Independent Wealth Advisors (2023–2025). Client accounts are held through LPL Financial with SIPC protection, and the firm is active in local philanthropy.
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Owner & Executives
ZHIHENG ZHANG
Chief Compliance Officer, President
- CRD
- #2459854
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,125,500 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,125,500 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Total | Available | Available |
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