# Zonka & Associates, Inc.

> Zonka & Associates, Inc. is a state-registered investment advisory firm, registered since 2016, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 5, 2026.

- CRD: 282914
- Filed as: ZONKA & ASSOCIATES, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Florida
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/282914
- AdvisorCensus page: https://advisorcensus.com/firm/zonka-and-associates-inc-282914

## Quick answers

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

**Is Zonka & Associates, Inc. registered with the SEC or a state?**
Zonka & Associates, Inc. is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 282914.

**How much does Zonka & Associates, Inc. manage?**
Zonka & Associates, Inc. reports $28,282,041 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (91% discretionary).

**What types of clients does Zonka & Associates, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (6).

**Does Zonka & Associates, 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/282914

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $28,282,041
- Discretionary: $25,755,794
- Non-discretionary: $2,526,247

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 6 | $25,755,794 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $2,526,247 |

### Advisory services (Item 5.G)
- Financial planning services
- 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)

### Firm details
- Registered since: 2016 (10 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- 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. Zonka & Associates, Inc. (CRD 282914): Form ADV filing data as of October 2026.