# Urban Investment Advisors

> Urban Investment Advisors is an SEC-registered investment advisory firm in Mill Valley, CA, registered since 2015, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 30, 2026.

- CRD: 222524
- Filed as: URBAN INVESTMENT ADVISORS
- Legal name: Urban Investment Advisors, Inc.,
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Mill Valley, CA
- Filing period: October 2026
- Form ADV filing dated: June 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/222524
- AdvisorCensus page: https://advisorcensus.com/firm/urban-investment-advisors-mill-valley-ca-222524

## Quick answers

**How is Urban Investment Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Urban Investment Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Urban Investment Advisors located?**
Urban Investment Advisors' principal office is in Mill Valley, CA, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Urban Investment Advisors registered with the SEC or a state?**
Urban Investment Advisors is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 222524.

**How much does Urban Investment Advisors manage?**
Urban Investment Advisors reports $2,451,701,456 in regulatory assets under management in its Form ADV filing dated June 30, 2026 (0% discretionary).

**How have Urban Investment Advisors' assets and staff changed since 2021?**
In the Form ADV data for Urban Investment Advisors: Regulatory assets under management: $605,021,057 in the October 2021 data and $2,451,701,456 in the October 2026 data, up 305%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**Does Urban Investment Advisors 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/222524

**What changed in Urban Investment Advisors' recent Form ADV filings?**
In the July 2026 filing data: Changed its office addresses in Seattle, WA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $2,451,701,456
- Discretionary: $0
- Non-discretionary: $2,451,701,456

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $117,266,245 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $918,095,055 |
| Other investment advisers | Fewer than 5 | $346,720,859 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,069,619,297 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2015 (11 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Seattle, WA

### Websites listed on Form ADV (Item 1.I)
- urbaninv.com
- LinkedIn @59673623

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $605,021,057 | 3 | March 31, 2021 |
| October 2022 | $598,600,209 | 3 | January 14, 2022 |
| October 2023 | $1,741,304,804 | 3 | February 10, 2023 |
| October 2024 | $2,453,514,026 | 3 | March 4, 2024 |
| October 2025 | $2,557,404,871 | 3 | February 24, 2025 |
| October 2026 | $2,451,701,456 | 3 | June 30, 2026 |

Regulatory assets under management: $605,021,057 in the October 2021 data and $2,451,701,456 in the October 2026 data, up 305%.
Total employees: 3 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Changed its office addresses in Seattle, WA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Urban Investment Advisors (CRD 222524): Form ADV filing data as of October 2026.