This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

other adviserderivedprivate_client_share=0.05 fund_share=0.14 institutional_share=0.37 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$2.5BItem 5.F on the latest filing (2026-06-30); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$0

Private client RAUM

$117MderivedItem 5.D individuals plus high net worth individuals

Private client share

5%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

3

Advisory employees

2

Offices

1Schedule D 1.F, beyond the principal office

Accounts

12

SEC number

801-103474

CRD

222524

Filings on the tape

14

First filed

Jul 21, 2015

Latest filed

Jun 30, 2026

Organised

Corporation, CA

Website

urbaninv.com

• Occurred

  Mar 4, 2024
  Regulatory AUM changed

  Urban Investment Advisors reported RAUM $2.5B, up 41% from $1.7B (2023-02-10 to 2024-03-04)

  Form ADVobserved 5 days ago
  $712M
• Occurred

  Feb 10, 2023
  Regulatory AUM changed

  Urban Investment Advisors reported RAUM $1.7B, up 191% from $598.6M (2022-01-14 to 2023-02-10)

  Form ADVobserved 5 days ago
  $1.1B
• Occurred

  Jul 21, 2015
  First Form ADV filing

  Urban Investment Advisors filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8eddff37-49d9-02ed-5dab-b4cec2b87d44

First observed

Jul 21, 2015

Last observed

Jun 30, 2026 2 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.