Zoe Financial, Inc.
● SEC registered since 2019CRD 285158SEC# 801-117745New York, NY
Reg. AUM
$283.5M
Employees
45
Accounts
2,749
Location
New York, NY
Zoe Financial, Inc. assets under management
Zoe Financial, Inc. operates as an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2019. It reports $283.5 million in regulatory assets under management and employs 45 people.
Zoe Financial, Inc. owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andres Daniel Garcia Control | Ceo | 25-50% | 2016 |
| Cameron Smith | Chief Compliance Officer | Under 5% | 2025 |
| Open Opportunity Fund, LLC | Shareholder A-1 Preferred | 10-25% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Zoe Financial, Inc. manage?
Zoe Financial, Inc. reports $283.5 million in regulatory assets under management on its Form ADV.
How many employees does Zoe Financial, Inc. have?
Zoe Financial, Inc. reports 45 employees.
Where is Zoe Financial, Inc. located?
Zoe Financial, Inc. is based in New York, NY and has been SEC-registered since 2019.
Does Zoe Financial, Inc. disclose fund performance?
Zoe Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 666 Third Ave., 6th Floor, New York, NY 10017 |
| Phone | 646-680-9244 |
| Fax | N/A |
| Office hours | 8:00a.m.-6:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$283.5MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
EmployeesTop 13%
More than 87% of 16,825 advisers
Assets under management
$283.5Mregulatory AUM
Discretionary $118.2MNon-discretionary $165.3M