Zuraw Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$426,686,895
Clients
154
Advisors
2
across 2 offices
About
Zuraw Financial Advisors serves individuals (including high-net-worth clients), trusts, estates, corporations and other legal entities, offering discretionary portfolio management and financial planning services. The firm reports $519,944,390 in discretionary assets under management (as of February 20, 2026) and generally requires a $250,000 minimum account.
The firm develops a client-specific Investment Plan and implements it with allocations to ETFs, mutual funds (including Dimensional Fund Advisors portfolios), individual equities and fixed income, and may engage third‑party sub‑advisers or platform managers. Clients receive ongoing discretionary management, access to an Advyzon client portal for account information, and periodic portfolio reviews (at least quarterly) with monitoring of sub‑advisers.
Zuraw is characterized by owner-led oversight and a recent ownership transition from sole ownership to a dual-owner structure, with account reviews performed by the managing member rather than a large advisory desk. Combined with about $520 million in AUM and a relatively compact advisory structure, the firm exhibits a higher-than-typical AUM-per-advisor profile for a team firm and leverages institutional relationships that provide continuing education and platform services.
Client services
Expertise
Fee options
Financial planning and general consulting fees billed at mutually agreed fixed fee
1.00% annually (maximum, negotiable) includes advisory fee plus sub-adviser and platform fees if utilized
Account minimum: $250,000 Fee-only: Financial planning and consulting fees billed at fixed fee mutually agreed upon; full credit if $250,000 placed under management within 3 months and managed for 1 year
Main office
See office806 Green Valley Road, Suite 201
Greensboro NC 27408
Advisors at this office
1
Offices (2)
Most active in
California · Georgia · Louisiana · Nebraska · North Carolina · South Dakota
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.
Quick links
Advisors at this firm
Lucy T
Series 65
Atlanta, GA
Zuraw Financial Advisors, LLC
Lucy Thompson is a financial advisor at Zuraw Financial Advisors, LLC in Atlanta, GA, with eight years of industry experience. She holds a Series 65 designation and has worked at Delta Air Lines since 2017 in various capacities, including as an MBA Associate. Thompson also spent two years at Dartmouth Tuck School of Business prior to her current role. Zuraw Financial Advisors serves individuals, trusts, estates, corporations, and other legal entities, providing discretionary portfolio management and financial planning services. The firm manages approximately $520 million in assets and implements client-specific investment plans using ETFs, mutual funds, individual equities, and fixed income, supported by owner-led oversight and a compact team structure.
Ann Z
CFP®, CFA®, Series 63
Greensboro, NC
Zuraw Financial Advisors, LLC
Ann Zuraw is a CFP® and CFA® with 20 years of industry experience. She is the sole advisor at Zuraw Financial Advisors, LLC, a firm she has led since 2013. Outside of her advisory work, she co-authored the book *Chicks, Chat and Change* and maintains blogs focused on financial topics for women. Zuraw Financial Advisors provides discretionary portfolio management and financial planning services to individuals, trusts, estates, corporations, and banking clients. The firm’s investment approach is tailored to client objectives and risk tolerance, employing a mix of ETFs, mutual funds, equities, and fixed-income securities, with ongoing portfolio reviews and use of third-party platforms and separate-account managers as appropriate.
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