# ZAK Advisory, LLC

> ZAK Advisory, LLC is a state-registered investment advisory firm in Rocky River, OH, registered since 2012, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 3, 2026.

- CRD: 162308
- Filed as: ZAK ADVISORY, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Rocky River, OH
- Filing period: October 2026
- Form ADV filing dated: February 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/162308
- AdvisorCensus page: https://advisorcensus.com/firm/zak-advisory-llc-rocky-river-oh-162308

## Quick answers

**How is ZAK Advisory, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), ZAK Advisory, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is ZAK Advisory, LLC located?**
ZAK Advisory, LLC's principal office is in Rocky River, OH, according to its Form ADV.

**Is ZAK Advisory, LLC registered with the SEC or a state?**
ZAK Advisory, LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 162308.

**How much does ZAK Advisory, LLC manage?**
ZAK Advisory, LLC reports $6,047,863 in regulatory assets under management in its Form ADV filing dated February 3, 2026 (100% discretionary).

**What types of clients does ZAK Advisory, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (29).

**Does ZAK Advisory, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/162308

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $6,047,863
- Discretionary: $6,047,863
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 29 | $6,047,863 |

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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. ZAK Advisory, LLC (CRD 162308): Form ADV filing data as of October 2026.