# Zuanic & Associates

> Zuanic & Associates is a state-registered investment advisory firm in Marlton, NJ, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 327433
- Filed as: ZUANIC & ASSOCIATES
- Legal name: Zuanic & Associates LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Marlton, NJ
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/327433
- AdvisorCensus page: https://advisorcensus.com/firm/zuanic-and-associates-marlton-nj-327433

## Quick answers

**How is Zuanic & Associates compensated?**
On its Form ADV (Item 5.E, October 2026), Zuanic & Associates reports these compensation arrangements: subscription fees (for a newsletter or periodical).

**Where is Zuanic & Associates located?**
Zuanic & Associates' principal office is in Marlton, NJ, according to its Form ADV.

**Is Zuanic & Associates registered with the SEC or a state?**
Zuanic & Associates is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 327433.

**How much does Zuanic & Associates manage?**
Zuanic & Associates reports $0 in regulatory assets under management in its Form ADV filing dated March 17, 2026.

**Does Zuanic & Associates 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/327433

## From the Form ADV filing

### Compensation (Item 5.E)
- Subscription fees (for a newsletter or periodical)

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

### Advisory services (Item 5.G)
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2023 (2 years)
- Employees: 2 total, 1 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.

### Websites listed on Form ADV (Item 1.I)
- zuanicassociates.com
- LinkedIn @zuanic-associatesllc
- X @420Odysseus
- YouTube @ZuanicAssociates

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Zuanic & Associates (CRD 327433): Form ADV filing data as of October 2026.