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- Custodian
- Charles Schwab & Company · LPL Financial · State Street
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-12-2012
- Office Locations
- 2
Office Locations
About Zhang Financial
Zhang Financial is a fee-only, NAPFA-member RIA delivering comprehensive financial planning and evidence-based investment management, including ETF and mutual fund portfolios. Founded by CFP Charles Zhang—Barron’s #1 Independent Wealth Advisor (2023–2025)—the firm is known for a 99% client asset retention ratio, a strong ethics record (BBB Torch Award), and community philanthropy; client assets are custodied with firms including LPL and Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CHARLES CHENG ZHANG
Financial Advisor, FOUNDER, General Partner, Managing Member, President
- CRD
- #2149094
- Ownership
- 50% but less than 75%
ALEX CHEN ZHANG
Owner, Vice President
- CRD
- #7270806
- Ownership
- 10% but less than 25%
Showing 2 of 5 owners & executives
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Skylar Judith Bus
Manager
- CRD
- #8223863
AMANDA MARIE HARTMAN
Senior Manager
- CRD
- #5110995
Showing 2 of 22 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,605,567,821 | $751,921 |
| Non-Discretionary | $2,764,595,376 | $6,911,488 |
| Total | $8,370,163,197 | $1,065,584 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Other | 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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