RIA Intel›Advisers›Ohio›VOLITION FINANCIAL NETWORK, LLC

VOLITION FINANCIAL NETWORK, LLC

Advisory

CLEVELAND, OH

Data as of Mar 25, 2026 · Source: SEC Form ADV

Average account
$127K
across 172 accounts
AUM per adviser
$22M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM
$22M
Discretionary %
100%
Clients
73
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$22M
Discretionary AUM$22M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients73
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOH
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OH

Closest by assets under management. All figures from Form ADV.

INVESTMENT ANALYTICS, LLC
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$22M
BELDEN FINANCIAL, LLC
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$22M
APOLLO WEALTH MANAGEMENT LLC
WOOSTER, OH
$22M
THE DAVENPORT FINANCIAL GROUP, INC.
DAYTON, OH
$22M
GURNEE GROUP, LLC
TOLEDO, OH
$22M
ENTRYPOINT WEALTH MANAGEMENT, LLC
CINCINNATI, OH
$22M

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