Overview
Assets Under Management: $147 million
Headquarters: RICHMOND, VA
High-Net-Worth Clients: 44
Average Client Assets: $2.2 million
Frequently Asked Questions
SPARK FINANCIAL ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #296914), SPARK FINANCIAL ADVISORS is subject to fiduciary duty under federal law.
SPARK FINANCIAL ADVISORS is headquartered in RICHMOND, VA.
SPARK FINANCIAL ADVISORS serves 44 high-net-worth clients according to their SEC filing dated March 17, 2026. View client details ↓
According to their SEC Form ADV, SPARK FINANCIAL ADVISORS offers financial planning and portfolio management for individuals. View all service details ↓
SPARK FINANCIAL ADVISORS manages $147 million in client assets according to their SEC filing dated March 17, 2026.
According to their SEC Form ADV, SPARK FINANCIAL ADVISORS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 44
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.69%
Average Client Assets: $2.2 million
Total Client Accounts: 624
Discretionary Accounts: 624
Regulatory Filings
CRD Number: 296914
Filing ID: 2051324
Last Filing Date: 2026-03-17 15:33:30