DFX Intelligence

Data Factory

RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

ZORA FINANCIAL

ZORA FINANCIAL, LLC, CRD 170544

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b4c6e1f3-b974-4f20-d76d-0f243c64121f

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Mar 31, 2026 to Mar 31, 2026
1 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $71.0MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $71.0M
Private client RAUM: $69.3MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Employees: 4
Advisory employees: 3
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 401
Individual clients: 51
High net worth clients: 27
CRD: 170544
Filings on the tape: 1
First filed: Mar 31, 2026
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, AL
Website: zorafinance.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JESSE CRAWFORD ZORA	Certified Financial Planner	BIRMINGHAM, AL	12	14	1	no
Ross Winston Kennedy	n/a	Birmingham, AL \| BIRMINGHAM, AL	9	10	n/a	no

Relationships

Registered with (3)

← Ross Winston KennedyAdvisorregistration: current employment
Jan 11, 2017 to presentfactForm ADV
← JESSE CRAWFORD ZORAAdvisorregistration: current employment
Apr 8, 2014 to presentfactForm ADV
← Daniel Ryan LoganAdvisorregistration: previous registration
May 28, 2020 to Feb 24, 2023factForm ADV

Dated events

Occurred
Feb 24, 2023
Advisor changed firm
Daniel Ryan Logan left Zora Financial for Beacon Wealthcare Llc (registered 2023-03-16)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b4c6e1f3-b974-4f20-d76d-0f243c64121f
First observed: Mar 31, 2026
Last observed: Mar 31, 2026 5 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.

ZORA FINANCIAL

ZORA FINANCIAL, LLC, CRD 170544

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b4c6e1f3-b974-4f20-d76d-0f243c64121f

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:25 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JESSE CRAWFORD ZORA

Certified Financial Planner

BIRMINGHAM, AL

Ross Winston Kennedy

n/a

Birmingham, AL | BIRMINGHAM, AL

n/a