Ursa Financial, LLC
● SEC registered since 2019CRD 306491SEC# 801-117785
Reg. AUM
$16.6M
Employees
1
Accounts
132
Location
—
Ursa Financial, LLC assets under management
Ursa Financial, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2019. It reports $16.6 million in regulatory assets under management and employs 1 people.
Ursa Financial, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ryan Jeffrey Jue Control | Chief Compliance Officer | Under 5% | 2019 |
| Ursa Technologies Control | Owner | Over 75% | 2019 |
| Brandon Jeffrey Jue Control | Owner | 50-75% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Ursa Financial, LLC manage?
Ursa Financial, LLC reports $16.6 million in regulatory assets under management on its Form ADV.
How many employees does Ursa Financial, LLC have?
Ursa Financial, LLC reports 1 employees.
Does Ursa Financial, LLC disclose fund performance?
Ursa Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 415-275-2065 |
| Fax | 855-345-7910 |
| Office hours | Not Applicable - Office Visits By Appointment Only |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$16.6M▲ 28%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 98%
Larger than 2% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$16.6Mregulatory AUM
Discretionary $16.6M