ZURAW FINANCIAL ADVISORS, LLC

Overview

Zuraw Financial Advisors, LLC is an independent, owner-operated registered investment adviser that positions itself as a capital allocator for high-net-worth individuals, families and select institutional clients. The firm runs a fee model that includes a percentage of assets under management, hourly charges and fixed fees, and delivers financial planning, discretionary portfolio management for individuals and small businesses, selection of third‑party advisers and educational workshops. Investment activity tilts toward public equity exposure, with a clear preference for exchange‑traded securities and separately managed account equity strategies. As a capital allocator the firm supplements equity exposure with mutual funds, corporate debt and allocations to third‑party hedge fund managers to pursue return diversification and downside mitigation. Zuraw Financial Advisors was recognized by FA Magazine as a Top RIA Firm in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices