PPrivate Fund Data Log in Join · $37/mo

Volk Financial LLC

● SEC registered since 2026CRD 311679SEC# 801-136260Falmouth, ME
Export (members)
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.
www.maineadvisory.comView on SEC.gov ↗

Volk Financial LLC owners & executives

1 reported
NameTitleOwnershipSince
Kimberly Lynn Volk ControlPresident, Managing Member, Iar, And CcoOver 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

Address358 U.S. Route 1, Suite 101, Falmouth, ME 04105
Phone207-778-2250
Fax877-658-7633
Office hours9 a.m. - 4 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$114.2M
Non-discretionary$2.3M
Total (RAUM)$116.5M