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Owner · Zhang Financial

Alex C. Zhang

CRD 7270806 · Named on Form ADV at one SEC-registered adviser

At a glance

Zhang Financial, an SEC-registered wealth manager based in Portage, MI with $8.4 billion in regulatory assets, lists Alex C. Zhang on its Form ADV as Owner.

Firms and roles

  • Zhang FinancialOwnerWealth manager · Portage, MI · $8.4B in regulatory assets

AtlasMembers

Alex’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

SEC adviser record

Registered since
2024 (1 years)
Designations
Certified Financial Planner, Chartered Financial Analyst
Exams
Series 63
Registered in
1 state
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Alex’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
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Previous firms, with start and end dates
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Employment history
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States they’re registered in
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Outside business activities
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When they joined their current firm, and their firm’s growth
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Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Alex’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.