Zuraw Financial Advisors, LLC
● SEC registered since 2014CRD 173129SEC# 801-80364Greensboro, NC
Reg. AUM
$519.9M
Employees
3
Accounts
756
Location
Greensboro, NC
Zuraw Financial Advisors, LLC assets under management
Zuraw Financial Advisors, LLC is an investment advisory firm registered with the SEC based in Greensboro, NC. The firm has been registered since 2014. It reports $519.9 million in regulatory assets under management and employs 3 people.
Zuraw Financial Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ann Benjamin Zuraw Control | Managing Member, Chief Compliance Officer | 50-75% | 2014 |
| Lucy Zuraw Thompson | Co-Manager, Treasurer, Secretary | 25-50% | 2026 |
Frequently asked questions
How much does Zuraw Financial Advisors, LLC manage?
Zuraw Financial Advisors, LLC reports $519.9 million in regulatory assets under management on its Form ADV.
How many employees does Zuraw Financial Advisors, LLC have?
Zuraw Financial Advisors, LLC reports 3 employees.
Where is Zuraw Financial Advisors, LLC located?
Zuraw Financial Advisors, LLC is based in Greensboro, NC and has been SEC-registered since 2014.
Does Zuraw Financial Advisors, LLC disclose fund performance?
Zuraw Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 806 Green Valley Road, Suite 201, Greensboro, NC 27408 |
| Phone | 336. 290 7062 EXT 101 |
| Fax | 336.450 1080 |
| Office hours | 9-5 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$519.9M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$519.9Mregulatory AUM
Discretionary $519.9M