ZORA FINANCIAL

ZORA FINANCIAL is an SEC-registered investment adviser (CRD 170544). Regulatory assets under management: $71.0M.

Registration

• CRD: 170544
• Type: Registered investment adviser
• Phone: 205.637.0178
• Latest filing: 2026-03-31
• Regulatory AUM: $71.0M
• Discretionary AUM: $71.0M
• Clients: 4
• Accounts: 401

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 170544 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search