Volk Financial LLC
● SEC registered since 2026CRD 311679SEC# 801-136260Falmouth, ME
Reg. AUM
$116.5M
Employees
3
Accounts
529
Location
Falmouth, ME
Volk Financial LLC assets under management
Volk Financial LLC is a registered investment adviser overseen by the SEC based in Falmouth, ME. The firm has been registered since 2026. It reports $116.5 million in regulatory assets under management and employs 3 people.
Volk Financial LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kimberly Lynn Volk Control | President, Managing Member, Iar, And Cco | Over 75% | 2020 |
Frequently asked questions
How much does Volk Financial LLC manage?
Volk Financial LLC reports $116.5 million in regulatory assets under management on its Form ADV.
How many employees does Volk Financial LLC have?
Volk Financial LLC reports 3 employees.
Where is Volk Financial LLC located?
Volk Financial LLC is based in Falmouth, ME and has been SEC-registered since 2026.
Does Volk Financial LLC disclose fund performance?
Volk Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 358 U.S. Route 1, Suite 101, Falmouth, ME 04105 |
| Phone | 207-778-2250 |
| Fax | 877-658-7633 |
| Office hours | 9 a.m. - 4 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$116.5MNo change
Apr '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$116.5Mregulatory AUM
Discretionary $114.2MNon-discretionary $2.3M