Urban Financial Advisory Corp
● SEC registered since 1994CRD 110057SEC# 801-47160Chicago, IL
Reg. AUM
$1.49B
Employees
15
Accounts
1,060
Location
Chicago, IL
About Urban Financial Advisory Corp
Urban Financial Advisory is an independent wealth advisory firm serving individuals, families, and other clients. It begins with detailed planning and can coordinate investments, taxes, compensation, risk management, and trust or estate administration.
Summary based on the firm’s website.
Urban Financial Advisory Corp assets under management
Urban Financial Advisory Corp is an investment advisory firm registered with the SEC based in Chicago, IL. The firm has been registered since 1994. It reports $1.5 billion in regulatory assets under management and employs 15 people.
Urban Financial Advisory Corp owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeremy A Ander | Principal | 10-25% | 2023 |
| Lisa J Sherwood | Principal | 10-25% | 2023 |
| Steven Douglas Urban Control | President/Chief Compliance Officer | 50-75% | 1990 |
Frequently asked questions
How much does Urban Financial Advisory Corp manage?
Urban Financial Advisory Corp reports $1.5 billion in regulatory assets under management on its Form ADV.
How many employees does Urban Financial Advisory Corp have?
Urban Financial Advisory Corp reports 15 employees.
Where is Urban Financial Advisory Corp located?
Urban Financial Advisory Corp is based in Chicago, IL and has been SEC-registered since 1994.
Does Urban Financial Advisory Corp disclose fund performance?
Urban Financial Advisory Corp is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 33 N. la Salle St., Suite 1210, Chicago, IL 60602 |
| Phone | 312-379-0150 |
| Fax | 312-379-0366 |
| Office hours | 7 a.m. To 6 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 2005378 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.49B▲ 17%
Sep '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 26%
Larger than 74% of 16,389 advisers
EmployeesTop 30%
More than 70% of 16,799 advisers
Assets under management
$1.49Bregulatory AUM
Discretionary $1.39BNon-discretionary $105M