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- Custodian
- Charles Schwab & Company · LPL Financial · State Street
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between September 25, 2025 and March 31, 2026, reported AUM increased 16.6%, from $7.2B to $8.4B.
Across 5 reported observations, AUM increased 74.9% between October 1, 2022 and March 31, 2026, from $4.8B to $8.4B.
Of the latest reported AUM, 67.0% is discretionary and 33.0% is non-discretionary.
The firm reports 19 advisory representatives and 2,331 clients, or 122.7 clients per representative. That equates to $3.6M in reported AUM per client.
The profile lists 2 reported office locations and 14 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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
SMA allocation detail is available
Zhang Financial has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Zhang Financial's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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