# Ziment Financial Advisors, Inc.

> Ziment Financial Advisors, Inc. is a state-registered investment advisory firm in Princeton Junction, NJ, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 16, 2026.

- CRD: 123850
- Filed as: ZIMENT FINANCIAL ADVISORS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Princeton Junction, NJ
- Filing period: October 2026
- Form ADV filing dated: February 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/123850
- AdvisorCensus page: https://advisorcensus.com/firm/ziment-financial-advisors-inc-princeton-junction-nj-123850

## Quick answers

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

**Where is Ziment Financial Advisors, Inc. located?**
Ziment Financial Advisors, Inc.'s principal office is in Princeton Junction, NJ, according to its Form ADV.

**Is Ziment Financial Advisors, Inc. registered with the SEC or a state?**
Ziment Financial Advisors, Inc. is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 123850.

**How much does Ziment Financial Advisors, Inc. manage?**
Ziment Financial Advisors, Inc. reports $47,760,772 in regulatory assets under management in its Form ADV filing dated February 16, 2026 (100% discretionary).

**What types of clients does Ziment Financial Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (10).

**Does Ziment Financial Advisors, Inc. 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/123850

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $47,760,772
- Discretionary: $47,760,772
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $564,117 |
| High net worth individuals | 10 | $47,196,655 |

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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, NY
- 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. Ziment Financial Advisors, Inc. (CRD 123850): Form ADV filing data as of October 2026.