# Zuraw Financial

> Zuraw Financial is a state-registered investment advisory firm in Delray Beach, FL, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 164527
- Filed as: ZURAW FINANCIAL
- Legal name: Zuraw Financial PLLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Delray Beach, FL
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/164527
- AdvisorCensus page: https://advisorcensus.com/firm/zuraw-financial-delray-beach-fl-164527

## Quick answers

**How is Zuraw Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Zuraw Financial 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.

**Where is Zuraw Financial located?**
Zuraw Financial's principal office is in Delray Beach, FL, according to its Form ADV.

**Is Zuraw Financial registered with the SEC or a state?**
Zuraw Financial is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 164527.

**How much does Zuraw Financial manage?**
Zuraw Financial reports $70,081,547 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**What types of clients does Zuraw Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (39); high net worth individuals (12); pension and profit sharing plans (but not the plan participants or government pension plans) (3).

**Does Zuraw Financial 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/164527

## 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: $70,081,547
- Discretionary: $70,081,547
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 39 | $16,910,564 |
| High net worth individuals | 12 | $46,809,320 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $5,134,227 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | 2 | $1,227,436 |
| Other | Not reported | $0 |

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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 2 total, 2 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. Zuraw Financial (CRD 164527): Form ADV filing data as of October 2026.