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Founder and President · Zhang Financial

Charles C. Zhang

CRD 2149094 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Zhang Financial, an SEC-registered wealth manager based in Portage, MI with $8.4 billion in regulatory assets, lists Charles C. Zhang on its Form ADV as Founder and President, a control person. The SEC filings also name Charles at 1 other registered adviser.

Firms and roles

  • Zhang FinancialFounder and PresidentWealth manager · Portage, MI · $8.4B in regulatory assets
  • Merion Capital LLCManaging MemberAsset manager · United States · $0M in regulatory assets

AtlasMembers

Charles’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 each firm
2 firmsLocked
Control-person status
2 firmsLocked
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.

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 Charles’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.