Urban Investment Advisors, Inc.,
- Regulatory AUM
- $2.5B
- Discretionary
- $0
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 12
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | Fewer than 5 clients | $117M | 4.78% |
| Pension and profit sharing plans | Fewer than 5 clients | $918M | 37.4% |
| Other investment advisers | Fewer than 5 clients | $347M | 14.1% |
| Corporations and other businesses | Fewer than 5 clients | $1.1B | 43.6% |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Urban, Dana, Abigail | Sole Owner | Jan 2015 (12y) | 75% or more | |
| Urban, Rachel, Therese | Chief Compliance Officer | Jan 2022 (5y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/30/2026 | 979 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 30, 2026.
View current Form ADV (SEC/IAPD) ↗