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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 Aug 17, 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 typeClientsAUM
High net worth individuals44$96.6M
Individuals (other than high net worth individuals)120$50.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.