FINANCIAL SOLUTIONS

FINANCIAL SOLUTIONS of ONANCOCK, VA is an SEC-registered investment adviser (CRD 124320). Regulatory assets under management: $64.7M.

Registration

• CRD: 124320
• Type: Registered investment adviser
• Location: 34 MARKET ST., ONANCOCK, VA, 23417
• Phone: 757-699-1968
• Latest filing: 2026-03-31
• Regulatory AUM: $64.7M
• Discretionary AUM: $64.7M
• Clients: 1
• Accounts: 89

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 124320 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search