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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Illinois
- Fiscal Year End
- JUNE
- Registration Date
- --
- Latest Filing
- Sep 25, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| URBAN, STEVEN | I | PRESIDENT | E | Control |
| URBAN, STEVEN, DOUGLAS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| URBAN, STEVEN, DOUGLAS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| URBAN, STEVEN, DOUGLAS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| URBAN, STEVEN, DOUGLAS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| URBAN, STEVEN, DOUGLAS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| URBAN, STEVEN, DOUGLAS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| URBAN, STEVEN, DOUGLAS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| URBAN, STEVEN, DOUGLAS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| URBAN, STEVEN, DOUGLAS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| URBAN, STEVEN, DOUGLAS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| URBAN, STEVEN, DOUGLAS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| URBAN, STEVEN, DOUGLAS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| URBAN, STEVEN, DOUGLAS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| URBAN, STEVEN, DOUGLAS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| URBAN, STEVEN, DOUGLAS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| URBAN, STEVEN, DOUGLAS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| URBAN, STEVEN, DOUGLAS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| URBAN, STEVEN, DOUGLAS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| URBAN, STEVEN, DOUGLAS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| URBAN, STEVEN, DOUGLAS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| URBAN, STEVEN, DOUGLAS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| URBAN, STEVEN, DOUGLAS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| URBAN, STEVEN, DOUGLAS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| URBAN, STEVEN, DOUGLAS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| URBAN, STEVEN, DOUGLAS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| URBAN, STEVEN, DOUGLAS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| URBAN, STEVEN, DOUGLAS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| URBAN, STEVEN, DOUGLAS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| URBAN, STEVEN, DOUGLAS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| URBAN, STEVEN, DOUGLAS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| Ander, Jeremy, A | I | PRINCIPAL | A | |
| Ander, Jeremy, A | I | PRINCIPAL | A | |
| Ander, Jeremy, A | I | PRINCIPAL | A | |
| Sherwood, Lisa, J | I | PRINCIPAL | A | |
| Sherwood, Lisa, J | I | PRINCIPAL | A | |
| Sherwood, Lisa, J | I | PRINCIPAL | A |
Registrations
Federal
IA
Sep 25, 2025 REGISTERED
Notice Filings (1)
IL
Address
221 N. LA SALLE ST.SUITE 764
CHICAGO, IL 60601
United States
Phone: 312-379-0150