# Kimberly Chao

> Kimberly Chao is a fee-only financial advisor at Zebra Crossing Asset Management in New York, New York, who holds the CFA credential. Zebra Crossing Asset Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/kimberly-chao/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Zebra Crossing Asset Management
- **Based in:** New York, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $26.1M across 74 accounts
- **Credentials:** CFA
- **CRD:** 5360804 (https://adviserinfo.sec.gov/individual/summary/5360804)
- **SEC registration:** Investment adviser representative in NY
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://zebracrossingam.com

## Frequently asked questions

### Is Kimberly Chao a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kimberly holds no broker registration, and Zebra Crossing Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Kimberly charge for financial advice?

Kimberly's firm, Zebra Crossing Asset Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Kimberly Chao based?

Kimberly Chao is based in New York, New York.

### What credentials does Kimberly Chao hold?

Kimberly Chao holds the CFA credential.

### Is Kimberly Chao registered with the SEC?

Yes. Kimberly Chao is registered as an investment adviser representative in NY (CRD 5360804), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Zebra Crossing Asset Management manage?

Zebra Crossing Asset Management reports $26.1M across 74 accounts in assets under management.

### How do I contact Kimberly Chao?

Through Kimberly's website, zebracrossingam.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5360804): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.