# Zora Financial

Zora Financial is a Bank / Wealth / Trust based in Birmingham, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Birmingham, United States
- **Region:** North America
- **Address:** Birmingham, AL, United States
- **Founded:** 2014
- **Assets under management:** $10M–$50M (Altss estimate)
- **Website:** zorafinancial.com
- **LinkedIn:** https://www.linkedin.com/company/zora-financial

## Regulatory record

- **CRD number:** 170544
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/170544

## About

Zora Financial launched in 2014 when Eric Zora established the RIA in Birmingham, Alabama. The firm operates as an independent wealth manager and investment adviser, combining financial planning, investment management, and pension consulting under a single practice. Its client base spans individuals, small businesses, and profit-sharing plans, a structure that embeds retirement-plan advisory work directly alongside personal wealth management. The firm's investment advisory services cover portfolio construction and ongoing management, with a financial-planning overlay that addresses tax considerations, retirement readiness, and estate coordination. On the institutional side, Zora Financial advises profit-sharing plans and small-business retirement programs, a dual-lens approach that gives the firm visibility into both household balance sheets and employer-sponsored plan assets. The practice operates primarily across Alabama and the broader Southeastern United States. Zora Financial runs as a compact advisory shop. While exact headcount and assets under management remain undisclosed, the firm's scale reflects a single-office RIAs serving a regional client base — typical of a sub-$50 million advisory practice built around a named founder and a narrow team. No separate philanthropic vehicle, co-investment platform, or adjacent operating business has been identified in public records. Unlike multi-family offices or platform RIAs that aggregate hundreds of advisors, Zora Financial operates as a single-principal firm — a structure where the founder's personal license, fiduciary posture, and client relationships form the entire institutional backbone. Succession risk is concentrated, but so is accountability; every client portfolio and retirement plan ties back to one named fiduciary rather than a distributed committee.

## Sectors

- Wealth Management
- Financial Planning
- Pension Consulting

## People

- Eric B. Zora — Founder & Managing Principal

## Questions

### Who runs investment decisions at Zora Financial?

Eric B. Zora, the firm's founder and managing principal, oversees investment management and advisory services. As a single-principal RIA, portfolio decisions and plan consulting ultimately flow through him. Public records confirm his role as the firm's registered investment adviser representative.

### What types of clients does Zora Financial serve?

The firm advises individuals and small businesses, and it also provides pension consulting for profit-sharing plans. This mix means Zora Financial handles both personal financial planning and employer-sponsored retirement plan oversight, often for the same business-owner clients.

### Does Zora Financial participate in direct deals or fund commitments?

There is no public evidence that Zora Financial engages in direct private investments, venture capital, or fund commitments. The firm's registered services are concentrated in portfolio management, financial planning, and pension consulting, pointing to a public-markets and managed-product orientation typical of regional RIAs.

### What is Zora Financial's geographic footprint?

Zora Financial is headquartered in Birmingham, Alabama, and public records suggest its practice is concentrated in the Southeastern United States. No additional office locations have been disclosed.

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

Canonical page: https://altss.com/profile/zora-financial

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