Zuna, LLC

3 registered advisors · 0 reported ETFs · $0 reported ETF value · $411.3M regulatory AUM

Zuna, LLC is an investment adviser that files Form ADV with the SEC in Portland, OR, with 3 registered advisors, reporting $411.3M in regulatory assets under management. Its 13F filings report 0 ETF positions worth $0.

Last updated 2026-03-10 (latest Form ADV filing)

Scale

How this firm compares

Ratios computed from the firm's own Form ADV filing. Each caption ranks the firm against every other firm that reported the same figures.

  • Regulatory AUM$411.3MLowTop 52%
  • Clients per advisor19.333LowTop 83%
  • Average AUM per client$7.1MModerateTop 43%
  • High-net-worth share of clients0.0%LowTop 100.0%

What the firm filed with the SEC

Form ADV facts as filed, most recently 2026-03-10. Figures are the firm's own reported numbers.

Identity

Registration

Item 1 and registration status.

Registration type
Registered
SEC registration status
APPROVED
Registered since
2019-11-14
SEC file number
801-117623
Form version
10/2021
Latest Form ADV filing
2026-03-10
Address
3903 S Kelly Ave, Portland, OR 97239, United States
Phone
971-339-5701
Website
https://www.teamzuna.com/

Size

People and clients

Items 5.A through 5.D.

Employees
6
Registered advisors
3
Offices
1
Clients
58
Clients per advisor
19.333
High-net-worth share of clients
0.0%

Assets

Assets under management

Item 5.F and custody.

Regulatory AUM
$411,282,994
Discretionary AUM
$397,417,865
Non-discretionary AUM
$13,865,129
Total accounts
60
Average AUM per client
$7,091,086

Clients

Who the firm serves

Item 5.D, by reported assets.

  • Pension and profit-sharing plans57 clients
    $392.9M
  • Charitable organizations1 client
    $14.8M
  • Corporations or other businesses0 clients
    $3.6M

Practice

How the firm operates

Items 4 through 9.

Services
Portfolio Management: Businesses or Institutional Clients; Pension Consulting Services
Fee types
Compensation: Percentage of Assets Under Management; Compensation: Hourly Charges; Compensation: Fixed Fees (Other Than Subscription)
Affiliations
Related Person Is: Other Investment Adviser (Incl. Financial; Related Person Is: Pension Consultant

Source: SEC Form ADV filed by CRD 306113. View the official SEC IAPD record

Reported ETF investments

Reported 13F ETF positions, largest first
FundReported valueShare of reported ETF valueFund research

Registered advisors

Offices

Offices on the Form ADV filing
AddressCityStateAdvisors
3903 S Kelly AvePortlandOR3

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.