Zaki Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$6,910,478
Clients
40
Advisors
2
of 3 employees
About
Zaki Financial is a small, two-advisor registered investment adviser that serves individual clients (including high-net-worth and non‑HNW individuals), as well as charitable organizations and businesses. The firm provides discretionary portfolio management alongside financial planning services delivered as ongoing comprehensive engagements, project-based plans, or hourly work, and it also offers ongoing monitoring and advice for employer‑sponsored and other held‑away accounts.
The firm emphasizes active portfolio management using primarily fundamental analysis supplemented by technical, cyclical, and charting methods to inform sector and security selection, and constructs client portfolios around individualized investment policy statements. Investment recommendations and account supervision incorporate clients’ stated objectives, tax considerations, and, when relevant, religious or moral values, and the firm generally manages accounts on a discretionary basis where authorized.
Distinctive aspects include a principal who continues to practice medicine part‑time and combines medical board credentials with a CFP certification, which contributes professional experience outside of finance to the advisory process. Operating as a boutique with roughly $7 million in assets under management for about 40 clients, the firm offers a range of planning engagement formats and maintains institutional relationships with custodial platforms to support digital account servicing and reporting.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$2,000 to $5,000, negotiable
1.0% annually
$250 per hour
Main office
9753 Crosspoint Blvd, Suite 220
Indianapolis IN 46256
Advisors at this office
2
Most active in
Indiana · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Ahmad S
CFP®, Series 65
Indianapolis, IN
Zaki Financial LLC
Ahmad Saltagi is a CFP®-certified financial advisor with seven years of experience at Zaki Financial LLC. In addition to his advisory role, he has worked as a physician at Indiana Internal Medicine for over two decades and holds a minority ownership in Compassion Hospice, LLC. He is also a licensed independent insurance agent. Zaki Financial serves individual, charitable, and corporate clients by providing discretionary portfolio management and comprehensive financial planning. The firm employs an active investment approach that combines fundamental analysis with technical and cyclical methods, tailoring portfolios to client objectives, tax considerations, and personal values.
Ali S
Series 65
Indianapolis, IN
Zaki Financial LLC
Ali Saltagi is a financial advisor at Zaki Financial LLC with one year of industry experience. He holds a Series 65 designation and has been with Zaki Financial since 2024. Zaki Financial serves individual, charitable, and corporate clients by providing discretionary portfolio management and a range of financial planning services. The firm employs an active investment management approach that combines fundamental analysis with technical and cyclical methods, tailoring account supervision to client objectives, tax considerations, and personal values.
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