# Urban Financial Advisory

Urban Financial Advisory is a Bank / Wealth / Trust based in Chicago, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Chicago, United States
- **Region:** North America
- **Address:** Chicago, IL, United States
- **Founded:** 1990
- **Assets under management:** Undisclosed
- **Website:** ufinadv.com
- **LinkedIn:** https://www.linkedin.com/company/urban-financial-advisory-corp

## Regulatory record

- **CRD number:** 110057
- **SEC file number:** 801-47160
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/110057

## About

Founded in 1990 and headquartered in Chicago, Urban Financial Advisory built its practice around financial planning, estate planning, and portfolio management for individuals, high-net-worth families, and business entities. Its service mix — spanning investment advisory and estate planning — positions it alongside thousands of independent RIAs that blend tax-aware portfolio construction with generational transfer strategies for closely held business owners and professionals. The firm offers investment advisory services including portfolio management and financial planning, with a stated client base of individuals, high-net-worth individuals, and business entities. Without public filings or press coverage detailing specific mandates, the firm's deployment pattern remains opaque beyond what its ADV filings and custody relationships would reveal to invested clients. Urban Financial Advisory maintains its single office in Chicago with no disclosed satellite locations. No adjacent vehicles — philanthropic foundations, real-estate arms, or family-office transition structures — are publicly documented. Team size and current assets under advisement are not publicly disclosed, further reinforcing its profile as a private, tightly held practice. The firm's structural differentiator, if any, lies in its independence. Operating for over three decades without a disclosed acquisition or roll-up, Urban Financial Advisory remains one of the shrinking cohort of founder-era RIAs that have not sold to consolidators, private equity platforms, or national aggregators. For clients evaluating continuity risk, this independence is double-edged: it preserves an intimate, principal-led service model, but it raises questions about succession planning, next-generation advisor recruitment, and technology investment at a time when compliance and reporting burdens for wealth managers continue to escalate.

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Last updated: 2026-08-11T02:43:31.692Z

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