URBAN FINANCIAL ADVISORY CORP
Legal name: URBAN FINANCIAL ADVISORY CORPORATION
CRD #110057 SEC #801-47160 CHICAGO, IL 312-379-0150
SEC Registered
Total AUM
$1.3B
Discretionary
$1.2B
Employees
15
Clients
101
Accounts
965
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $1.3B | $1.2B | $98.7M | 15 | 0 |
| Sep 2024 | $1.1B | $1.1B | $23.3M | 13 | 0 |
| Sep 2024 | $1.1B | $1.1B | $23.3M | 13 | 0 |
| Sep 2023 | $1B | $997.1M | $24M | 15 | 0 |
| Sep 2022 | $991M | $850.2M | $140.8M | 13 | 0 |
| Sep 2021 | $1.2B | $1B | $149.4M | 13 | 0 |
| Sep 2020 | $928.2M | $815.4M | $112.8M | 12 | 0 |
| Sep 2020 | $870.7M | $788M | $82.6M | 12 | 0 |
| Jun 2020 | $870.7M | $788M | $82.6M | 12 | 0 |
| Sep 2019 | $870.7M | $788M | $82.6M | 12 | 0 |
| Sep 2018 | $871.2M | $756.5M | $114.8M | 12 | 0 |
| Sep 2017 | $782M | $721.3M | $60.8M | 10 | 200 |
| Sep 2016 | $698.5M | $643M | $55.5M | 10 | 200 |
| Oct 2015 | $704M | $666.4M | $37.6M | 8 | 200 |
| Sep 2015 | $704M | $666.4M | $37.6M | 8 | 200 |
| Sep 2014 | $689.9M | $647.3M | $42.5M | 8 | 100 |
| Jun 2014 | $589.7M | $559.7M | $30M | 8 | 100 |
| Sep 2013 | $589.7M | $559.7M | $30M | 8 | 100 |
| Sep 2012 | $539.5M | $480.7M | $58.8M | 6 | 130 |
| Jun 2012 | $546.2M | $517.1M | $29M | 6 | 130 |
| May 2011 | $440.9M | $415.9M | $25M | 10 | -- |
| Oct 2010 | $440.9M | $415.9M | $25M | 10 | -- |
| Oct 2009 | $404.8M | $369.6M | $35.2M | 10 | -- |
| Sep 2009 | $404.8M | $369.6M | $35.2M | 10 | -- |
| Sep 2008 | $521.1M | $490.1M | $31M | 10 | -- |
| Sep 2007 | $576.5M | $534.6M | $42M | 10 | -- |
| Sep 2005 | $379.6M | $353.5M | $26.1M | 10 | -- |
| Sep 2005 | $330.3M | $320.7M | $9.6M | 10 | -- |
| Sep 2001 | $202.4M | $202.4M | $0 | 10 | -- |
DateSep 2025
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$98.7M
Employees15
Clients0
DateSep 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$23.3M
Employees13
Clients0
DateSep 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$23.3M
Employees13
Clients0
DateSep 2023
Total AUM$1B
Discretionary$997.1M
Non-Disc.$24M
Employees15
Clients0
DateSep 2022
Total AUM$991M
Discretionary$850.2M
Non-Disc.$140.8M
Employees13
Clients0
DateSep 2021
Total AUM$1.2B
Discretionary$1B
Non-Disc.$149.4M
Employees13
Clients0
DateSep 2020
Total AUM$928.2M
Discretionary$815.4M
Non-Disc.$112.8M
Employees12
Clients0
DateSep 2020
Total AUM$870.7M
Discretionary$788M
Non-Disc.$82.6M
Employees12
Clients0
DateJun 2020
Total AUM$870.7M
Discretionary$788M
Non-Disc.$82.6M
Employees12
Clients0
DateSep 2019
Total AUM$870.7M
Discretionary$788M
Non-Disc.$82.6M
Employees12
Clients0
DateSep 2018
Total AUM$871.2M
Discretionary$756.5M
Non-Disc.$114.8M
Employees12
Clients0
DateSep 2017
Total AUM$782M
Discretionary$721.3M
Non-Disc.$60.8M
Employees10
Clients200
DateSep 2016
Total AUM$698.5M
Discretionary$643M
Non-Disc.$55.5M
Employees10
Clients200
DateOct 2015
Total AUM$704M
Discretionary$666.4M
Non-Disc.$37.6M
Employees8
Clients200
DateSep 2015
Total AUM$704M
Discretionary$666.4M
Non-Disc.$37.6M
Employees8
Clients200
DateSep 2014
Total AUM$689.9M
Discretionary$647.3M
Non-Disc.$42.5M
Employees8
Clients100
DateJun 2014
Total AUM$589.7M
Discretionary$559.7M
Non-Disc.$30M
Employees8
Clients100
DateSep 2013
Total AUM$589.7M
Discretionary$559.7M
Non-Disc.$30M
Employees8
Clients100
DateSep 2012
Total AUM$539.5M
Discretionary$480.7M
Non-Disc.$58.8M
Employees6
Clients130
DateJun 2012
Total AUM$546.2M
Discretionary$517.1M
Non-Disc.$29M
Employees6
Clients130
DateMay 2011
Total AUM$440.9M
Discretionary$415.9M
Non-Disc.$25M
Employees10
Clients--
DateOct 2010
Total AUM$440.9M
Discretionary$415.9M
Non-Disc.$25M
Employees10
Clients--
DateOct 2009
Total AUM$404.8M
Discretionary$369.6M
Non-Disc.$35.2M
Employees10
Clients--
DateSep 2009
Total AUM$404.8M
Discretionary$369.6M
Non-Disc.$35.2M
Employees10
Clients--
DateSep 2008
Total AUM$521.1M
Discretionary$490.1M
Non-Disc.$31M
Employees10
Clients--
DateSep 2007
Total AUM$576.5M
Discretionary$534.6M
Non-Disc.$42M
Employees10
Clients--
DateSep 2005
Total AUM$379.6M
Discretionary$353.5M
Non-Disc.$26.1M
Employees10
Clients--
DateSep 2005
Total AUM$330.3M
Discretionary$320.7M
Non-Disc.$9.6M
Employees10
Clients--
DateSep 2001
Total AUM$202.4M
Discretionary$202.4M
Non-Disc.$0
Employees10
Clients--