# ZHANG FINANCIAL LLC

ZHANG FINANCIAL LLC of PORTAGE, MI is an SEC-registered investment adviser.

## Registration

- CRD: 159257
- Type: SEC-registered investment adviser
- SEC file number: 801-72987
- Location: 5931 OAKLAND DR., PORTAGE, MI, 49024
- Phone: 269-385-5888
- Latest filing: 2026-03-31
- Regulatory AUM: $8.4B
- Discretionary AUM: $5.6B
- Non-discretionary AUM: $2.8B
- Clients: 50
- Accounts: 7,855

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| ZHANG CHEN | OWNER | HONG KONG, K3 |
| Charles Cheng Zhang | FOUNDER AND PRESIDENT | — |
| Lynn Ling Chen-Zhang | CEO; CEO AND CHIEF COMPLIANCE OFFICER | — |
| Alex Chen Zhang | OWNER | — |
| Mitchell C Zhang | OWNER | — |
| Christopher Thompson Reiff | CHIEF COMPLIANCE OFFICER | — |
| ZHANG CHARLES CHENG | FOUNDER AND PRESIDENT; MANAGING MEMBER; MANAGING PARTNER | — |
| CHEN-ZHANG LYNN LING | CEO AND CHIEF COMPLIANCE OFFICER; CEO, COO AND CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER | — |
| ZHANG MITCHELL C | OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/159257/brochure
- Similar advisers: https://search.stillhousedata.com/firm/159257/similar
- Related entities: https://search.stillhousedata.com/firm/159257/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/159257

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.