Investment adviser · CRD 222524
URBAN INVESTMENT ADVISORS
Investment adviser filing (IA)
URBAN INVESTMENT ADVISORS, INC.,
MILL VALLEY, CA, United States · Form ADV filed Jun 30, 2026
- Regulatory AUM
- $2.45B Form ADV · Item 5.F
- Client accounts
- 12 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Corporations & businesses | Fewer than 5 | $1,069,619,297 | 43.6% |
| Retirement plans | Fewer than 5 | $918,095,055 | 37.4% |
| Other investment advisers | Fewer than 5 | $346,720,859 | 14.1% |
| High-net-worth individuals | Fewer than 5 | $117,266,245 | 4.8% |
Filing source
Form ADV 2116751 · Jun 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 30, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
1 BELVEDERE PLACE, SUITE 200MILL VALLEY, CA, 94941, United States
CRD 222524
Filing source
Form ADV 2116751 · Jun 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.