# NOVA FINANCIAL LLC

NOVA FINANCIAL LLC of TUCSON, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 150148
- Type: SEC-registered investment adviser
- SEC file number: 801-79612
- Location: 1630 E RIVER RD, SUITE 212, TUCSON, AZ, 85718
- Phone: 520-745-5555
- Latest filing: 2026-03-29
- Regulatory AUM: $469.4M
- Discretionary AUM: $468.9M
- Non-discretionary AUM: $546K
- Clients: 10
- Accounts: 1,388

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| Jacob Ray Kagele | MANAGING MEMBER; MANAGING PARTNER / CCO | — |
| Raymond Michael Desmond | MANAGING MEMBER | — |
| Jon David Volpe | TRUSTEE | — |
| Heather Leann Volpe | TRUSTEE | — |
| BJORDAHL BLAKE ALAN | CHIEF COMPLIANCE OFFICER | — |
| KAGELE JACOB RAY | MANAGING MEMBER; MANAGING PARTNER; MANAGING PARTNER / CCO | — |
| DESMOND RAYMOND MICHAEL | MANAGING MEMBER | — |
| VOLPE JON DAVID | MANAGING MEMBER; TRUSTEE | — |
| NEIGHBOURS JOHN RICHARD | CHIEF COMPLIANCE OFFICER | — |
| DESMOND RAYMOND M | MANAGING MEMBER; PRESIDENT AND DIRECTOR | — |
| VOLPE JON D | DIRECTOR; MANAGING MEMBER | — |
| TURLEY SANDIE | CHIEF COMPLIANCE OFFICER | — |
| TURLEY SANDIE NMN | CHIEF COMPLIANCE OFFICER | — |
| Volpe Heather Leann | TRUSTEE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/150148/brochure
- Similar advisers: https://search.stillhousedata.com/firm/150148/similar
- Related entities: https://search.stillhousedata.com/firm/150148/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/150148

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.