# Sanchez & Zures, LLC

> Sanchez & Zures, LLC is an SEC-registered investment advisory firm in McLean, VA, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 139898
- Filed as: SANCHEZ & ZURES, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: McLean, VA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/139898
- AdvisorCensus page: https://advisorcensus.com/firm/sanchez-and-zures-llc-mclean-va-139898

## Quick answers

**How is Sanchez & Zures, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Sanchez & Zures, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Sanchez & Zures, LLC charge?**
Its Form ADV Part 2A brochure dated March 30, 2026 states: Up to $999,999: 1% a year; $1,000,000 to $3,000,000: 0.75% a year; Above $3,000,000: see the brochure; Hourly rate: $200 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Sanchez & Zures, LLC located?**
Sanchez & Zures, LLC's principal office is in McLean, VA, according to its Form ADV.

**Is Sanchez & Zures, LLC registered with the SEC or a state?**
Sanchez & Zures, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 139898.

**How much does Sanchez & Zures, LLC manage?**
Sanchez & Zures, LLC reports $241,940,448 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Sanchez & Zures, LLC's assets and staff changed since 2021?**
In the Form ADV data for Sanchez & Zures, LLC: Regulatory assets under management: $140,495,477 in the October 2021 data and $241,940,448 in the October 2026 data, up 72%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Sanchez & Zures, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (79); high net worth individuals (63).

**Which custodians does Sanchez & Zures, LLC use?**
Sanchez & Zures, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Sanchez & Zures, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/139898

**Does Sanchez & Zures, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 30, 2026 says: "Sanchez & Zures has an account minimum of $250,000.00. However, in certain conditions, we may decide to accept clients with smaller portfolios."

**What changed in Sanchez & Zures, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $202,906,224 to $241,940,448 (+19%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Up to $999,999: 1% a year
- $1,000,000 to $3,000,000: 0.75% a year
- Above $3,000,000: see the brochure

> Assets under Management Annual Fee (%) Less than $1,000,000 1.00% $1,000,000 to $3,000,000 0.75% $3,000,001 and above Negotiable

- Account minimum: $250,000

> Sanchez & Zures has an account minimum of $250,000.00. However, in certain conditions, we may decide to accept clients with smaller portfolios.

- Hourly rate: $200 an hour (financial planning services)

> Fees for financial planning services are based on a rate of $200.00 per hour. Special arrangements can be made for clients wishing on-going financial planning services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $241,940,448
- Discretionary: $241,940,448
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 79 | $38,808,908 |
| High net worth individuals | 63 | $203,131,540 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (8 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DC, FL, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [szadvisors.com](https://szadvisors.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $140,495,477 | 2 | March 24, 2021 |
| October 2022 | $165,198,502 | 2 | March 30, 2022 |
| October 2023 | $145,668,574 | 2 | March 31, 2023 |
| October 2024 | $175,360,882 | 2 | April 2, 2024 |
| October 2025 | $202,906,224 | 2 | March 18, 2025 |
| October 2026 | $241,940,448 | 2 | March 30, 2026 |

Regulatory assets under management: $140,495,477 in the October 2021 data and $241,940,448 in the October 2026 data, up 72%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $202,906,224 to $241,940,448 (+19%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sanchez & Zures, LLC (CRD 139898): Form ADV filing data as of October 2026.