# ZOE FINANCIAL, INC.

ZOE FINANCIAL, INC. of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 285158
- Type: SEC-registered investment adviser
- SEC file number: 801-117745
- Location: 666 THIRD AVE., 6TH FLOOR, NEW YORK, NY, 10017
- Phone: 646-680-9244
- Latest filing: 2026-06-29
- Regulatory AUM: $283.5M
- Discretionary AUM: $118.2M
- Non-discretionary AUM: $165.3M
- Clients: 45
- Accounts: 2,749

## Business model

- Compensation: % of AUM, Other
- Clients served: Individuals, High net worth, Charities, Other

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Cameron Smith | CHIEF COMPLIANCE OFFICER | Dallas, TX |
| Andy John Armstrong | CCO | — |
| Andres Daniel Garcia | CEO | — |
| ARMSTRONG ANDY JOHN | CCO | — |
| GARCIA DANIEL | CEO; CEO & CCO | — |
| Rajesh Gaur | VP INVESTMENT SOLUTIONS | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/285158/brochure
- Similar advisers: https://search.stillhousedata.com/firm/285158/similar
- Related entities: https://search.stillhousedata.com/firm/285158/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/285158

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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.