# Zuna, LLC

> Zuna, LLC is an SEC-registered investment advisory firm in Portland, OR, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.

- CRD: 306113
- Filed as: ZUNA, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Portland, OR
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/306113
- AdvisorCensus page: https://advisorcensus.com/firm/zuna-llc-portland-or-306113

## Quick answers

**How is Zuna, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Zuna, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Zuna, LLC located?**
Zuna, LLC's principal office is in Portland, OR, according to its Form ADV.

**Is Zuna, LLC registered with the SEC or a state?**
Zuna, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 306113.

**How much does Zuna, LLC manage?**
Zuna, LLC reports $411,282,994 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (97% discretionary).

**How have Zuna, LLC's assets and staff changed since 2021?**
In the Form ADV data for Zuna, LLC: Regulatory assets under management: $219,683,054 in the October 2021 data and $411,282,994 in the October 2026 data, up 87%. Total employees: 4 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Zuna, LLC serve?**
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (57); charitable organizations (1).

**Does Zuna, LLC 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/306113

## 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: $411,282,994
- Discretionary: $397,417,865
- Non-discretionary: $13,865,129

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 57 | $392,856,730 |
| Charitable organizations | 1 | $14,808,919 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | Fewer than 5 | $3,617,345 |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2019 (6 years)
- Employees: 6 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- teamzuna.com
- LinkedIn @teamzuna
- YouTube @UCWpAV5dDarQecvQzoXznW1w

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $219,683,054 | 4 | February 25, 2021 |
| October 2022 | $2,640,011 | 4 | July 13, 2022 |
| October 2023 | $206,683,184 | 6 | March 1, 2023 |
| October 2024 | $289,769,582 | 6 | February 27, 2024 |
| October 2025 | $389,551,160 | 6 | February 20, 2025 |
| October 2026 | $411,282,994 | 6 | March 10, 2026 |

Regulatory assets under management: $219,683,054 in the October 2021 data and $411,282,994 in the October 2026 data, up 87%.
Total employees: 4 in October 2021 and 6 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Zuna, LLC (CRD 306113): Form ADV filing data as of October 2026.