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SPARK FINANCIAL ADVISORS
Legal name: SPARK FINANCIAL ADVISORS, LLC
CRD 296914File 801-132555
APPROVED
Retail clients
Disclosure events
Filing as of Mar 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$147.1M
Bottom 25% of cohort (national)
Discretionary AUM
$147.1M
Clients
164
624 accounts
Employees
7
Bottom 25% of cohort in VA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Apr 28, 2025
- Principal office
- 7130 GLEN FOREST DRIVE, SUITE 110, RICHMOND, VA, 23226
- Phone
- 804-451-1210
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $147.1M
- Discretionary AUM
- $147.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 624
- Non-discretionary accounts
- 0
- Total accounts
- 624
- AUM per client
- $897K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 44 | $96.6M |
| Individuals (other than high net worth individuals) | 120 | $50.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — % OF ASSETS UNDER ADVISEMENT
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 5 | 7 | increased by2 |
| Apr 1, 2026 | Clients | 150 | 164 | increased by14 |
| Apr 1, 2026 | AUM | $115,811,162 | $147,096,626 | increased by$31,285,464 |
| Apr 1, 2026 | Accounts | 507 | 624 | increased by117 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SPARK FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SPARK FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.