ZIHUITRADING LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$455,000
Clients
4
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
4
Very LowAverage account size
$113,750
About
Zihui Trading LLC provides discretionary and non‑discretionary portfolio management and related investment advice to individuals, families and corporations, with an expressed focus on Chinese‑speaking immigrants in the U.S. and Chinese residents outside the U.S. seeking to diversify into the U.S. equity market. The firm customizes portfolios to client risk tolerance and investment objectives and may on occasion provide other individual advice outside of portfolio management.
The firm employs both technical and fundamental analysis and implements a range of strategies — including long‑term and short‑term equity positions, margin transactions and covered options — that are tailored to each client’s suitability profile. It monitors and rebalances accounts regularly, aggregates trades into block executions across accounts, and recommends that clients use a specific broker‑dealer platform for execution and custody.
Noteworthy aspects of the firm include its explicit niche serving Chinese‑language and cross‑border clients interested in U.S. equities and its reliance on active trading tools rather than a solely passive allocation approach. The firm also operates with a compact client roster, does not custody assets itself, and directs clients to a low‑cost execution and custody provider.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Demographic focus
Immigrants
Fee options
$0 - $50,000: 4.00% $50,000 - $150,000: 3.00% $150,000 - $250,000: 2.50% $250,000+: 2.00%
Account minimum: $100,000 (may be waived at advisor's discretion)
Main office location
ZIHUITRADING LLC
Staten Island NY, United States
Number of offices
1
Most active in
ZIHUITRADING LLC has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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