# Sanchez & Zures

Sanchez & Zures is a Bank / Wealth / Trust based in McLean, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** McLean, United States
- **Region:** North America
- **Address:** McLean, VA, United States
- **Founded:** 2006
- **Assets under management:** Undisclosed
- **Website:** szadvisors.com

## Regulatory record

- **CRD number:** 139898
- **SEC file number:** 801-112872
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/139898

## About

Sanchez & Zures was established in 2006 and maintains its headquarters in McLean, Virginia. The firm provides investment advisory services to individuals, including high-net-worth clients, and is structured as a US-based wealth manager rather than a single-family office or institutional asset gatherer. The firm has not publicly identified its founders or current leadership team. The firm's stated services include asset management, financial planning, and portfolio management. Sanchez & Zures does not publish a detailed investment strategy, sector focus, or track record, and no public filings or media reports identify specific portfolio holdings, fund structures, or co-investment activity. The geographic focus appears limited to US domestic clients, consistent with its registration footprint. No public disclosures or media coverage specify the firm's total assets under management, client count, or number of professionals. Sanchez & Zures does not maintain a known presence on major professional networks and has not issued press releases or public communications in recent years. No adjacent vehicles — such as philanthropic foundations, real-asset arms, or operating businesses — are associated with the practice. Sanchez & Zures operates as a low-profile advisory practice without the institutional infrastructure — fund vehicles, direct investment programs, or co-investor clubs — that would distinguish a family office or institutional asset manager. The firm's structural posture is that of a traditional registered investment advisor serving individual clients from a single office.

## Questions

### What type of clients does Sanchez & Zures serve?

Public records indicate the firm advises individuals and high-net-worth individuals, as disclosed in its regulatory filings. There is no public evidence of institutional, endowment, or sovereign clients, and the firm does not publish client case studies or reference lists.

### What is the known investment philosophy of Sanchez & Zures?

The firm describes its services as encompassing asset management, financial planning, and portfolio management. It does not publish a stated investment philosophy, asset allocation model, or sector-specific thesis, and no interviews or white papers from its principals are publicly available.

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Last updated: 2026-06-03T20:00:00.000Z

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