Thursday, October 29, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN Envestnet eyes RIA benefits of Vestmark dealWSR Mercer Advisors’ Laura Combs Discusses Building A Culture Where People ThriveWSR Merchant’s Bryan Staff On Matching Capital To An RIA’s FutureIN Franklin Templeton expands RIA distribution team, eyes ETF, alts, and direct indexingWM Savvy Wealth Launches Private Markets ProgramIN RIA moves: Dynasty, Mercer Advisors, and AlphaCore add to leadershipIN Savvy Wealth opens pre-IPO private markets program to its advisorsFP Why the way advisors talk about Social Security changes claiming plansWM The Diamond Podcast for Financial Advisors: Expert AI Advice from John O'ConnellWSR How Advisors Can Steer Clients To Weather Rising Interest Rates

Owner · Zhang Financial

Mitchell C. Zhang

CRD 6368124 · 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 Mitchell C. Zhang on its Form ADV as Owner.

Firms and roles

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

AtlasMembers

Mitchell’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
Locked
Control-person status
Locked
When each role began
Locked
Each firm’s assets and growth
Locked
Search and export owners by title, state and firm size
Locked
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 Mitchell’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.