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GOLDEN SPARK INSIGHTS
Legal name: GOLDEN SPARK INSIGHTS MERCHANT BANKING GROUP INC.
CRD 339382File 801-134832
APPROVED
Filing as of Mar 19, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$400.0M
Below cohort median (national)
Discretionary AUM
$400.0M
Clients
2
2 accounts
Employees
1
Below cohort median in VA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Mar 20, 2026
- Principal office
- 4810 PHEASANT RIDGE ROAD, FAIRFAX, VA, 22030
- Phone
- 508-981-2447
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $400.0M
- Discretionary AUM
- $400.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2
- Non-discretionary accounts
- 0
- Total accounts
- 2
- AUM per client
- $200.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $400.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Subscription fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Portfolio management for 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GOLDEN SPARK” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GOLDEN SPARK” 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.