Data / Investment advisers / North Carolina / Zuraw Financial Advisors, LLC
Zuraw Financial Advisors, LLC, Greensboro, NC: $520 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Zuraw Financial Advisors, LLC is an SEC registered investment adviser with its main office in Greensboro, North Carolina and reports $520 million in regulatory assets under management in its Form ADV filed February 23, 2026. Its clients include high net worth individuals, corporations and other businesses and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Zuraw Financial Advisors, LLC (CRD number 173129): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 173129
- SEC file number
- 801-80364
- SEC status
- Approved, effective September 24, 2014
- Main office
- 806 Green Valley Road Suite 201, Greensboro, NC 27408
- Regulatory AUM
- $519,944,390 in the Form ADV filed February 23, 2026
- Discretionary AUM
- $519,944,390
- Accounts
- 756
- Employees
- 3, of which 2 give investment advice
- Form of organization
- S-Corp & LLC
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 23, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 64 | $395.5 million |
| Corporations or other businesses | 10 | $93.2 million |
| Individuals (other than high net worth individuals) | 90 | $31.2 million |
| Banking or thrift institutions | 1 | $32,374 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $519.9 million | February 23, 2026 |
| February 2, 2026 | $504.4 million | January 13, 2026 |
| December 1, 2025 | $444.1 million | October 27, 2025 |
Other advisers in Greensboro
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Blueprint Investment Partners LLC | Greensboro | $1.78 billion | Not listed | adviserinfo.sec.gov |
| Granville Capital, Inc. | Greensboro | $1.37 billion | 7 | adviserinfo.sec.gov |
| Holderness Investments Co | Greensboro | $660.7 million | Not listed | adviserinfo.sec.gov |
| 1808 Capital Partners | Greensboro | $644.6 million | Not listed | adviserinfo.sec.gov |
| Fund Direct Advisors Inc. | Greensboro | $593 million | Not listed | adviserinfo.sec.gov |
| Spartan Planning Group | Greensboro | $383.7 million | Not listed | adviserinfo.sec.gov |
| Cascades Capital Asset Management, LLC | Greensboro | $383.3 million | Not listed | adviserinfo.sec.gov |
| Capital Management LLC | Greensboro | $383 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Greensboro, NC
- Investment advisers in North Carolina
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- Zuraw Financial Advisors, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.