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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-08-2014
- Office Locations
- 1
Office Locations
About Zora Financial
Zora Financial is a Birmingham, AL-based, fee-only fiduciary RIA delivering behavioral-based financial planning and investment management nationwide. The firm pairs holistic planning (cash flow, tax, retirement, insurance, estate and benefits planning) with implementation and ongoing coaching, plus standalone objective investment design/management. Client-paid only (no third-party compensation) and custodies with Charles Schwab.
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Owner & Executives
JESSE CRAWFORD ZORA
Chief Compliance Officer, Managing Director
- CRD
- #5967105
- Ownership
- 75% or more
Ross Winston Kennedy
INVESTMENT ADVISOR REPRESENTATIVE
- CRD
- #6745835
- Ownership
- 5% but less than 10%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $70,972,985 | -- |
| Non-Discretionary | $0 | -- |
| Total | $70,972,985 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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