Fee-only adviser · Mill Valley, CA
Urban Investment Advisors
Urban Investment Advisors is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Mill Valley, California. On its latest Form ADV, filed June 30, 2026, it reports $2.5B in regulatory assets under management and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 222524 · SEC file 801-103474 |
| Office | 1 Belvedere Place Suite 200 Mill Valley, CA 94941 |
| Phone | (415) 461-8600 |
| Website | www.urbaninv.com |
| Regulatory assets under management | $2.5B |
| Individual clients | Fewer than 5 |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | June 30, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Mill Valley
- Boldin Advisors Not reported
- Private Wealth Partners, LLC $1.9B
- Assembly Wealth $337M
- Miller Avenue Advisors LLC $281M
- Sivia Capital Partners, LLC $1.2B
- Austin Creek Capital, LLC $7.5M
See all 14 fee-only advisers in Mill Valley →
Nearby
- Greenbrae 5 firms
- Kentfield 2 firms
- Ross 2 firms
- Larkspur 6 firms
- Corte Madera 3 firms
- San Anselmo 2 firms
- San Rafael 26 firms
- Sausalito 7 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Urban Investment Advisors? Update this listing.