Urban Financial Advisory Corporation

RIASEC Registered

Total AUM

$1.5B

Discretionary

$1.4B

93% of AUM

Avg account

$1.4M

Accounts

1,060

Employees

Advisory reps

Firm details

Headquarters: Chicago, Illinois
CRD number: 110057
Registered since: August 3, 1994
Website: www.ufinadv.com
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI94.2%
Corporations / Businesses4.2%
Individuals1.35%
Pension & Profit Sharing Plans0.25%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Urban Financial Advisory Corporation is an independently owned registered investment adviser that has been SEC-registered since 1994. The firm serves both individual and family clients as well as institutional accounts, offering financial planning and portfolio management for individuals, small businesses, and larger business or institutional clients. Its owner structure is individual ownership and the firm operates as an independent RIA rather than as a capital allocator. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, and the firm lists accounting among its business activities. Urban Financial maintains an industry affiliation with a law firm. The firm does not identify as an active ESG investor and is not flagged as a multi-state adviser.