# VOLK FINANCIAL LLC

VOLK FINANCIAL LLC of FALMOUTH, ME is an SEC-registered investment adviser.

## Registration

- CRD: 311679
- Type: SEC-registered investment adviser
- SEC file number: 801-136260
- Location: 358 U.S. ROUTE 1, SUITE 101, FALMOUTH, ME, 04105
- Phone: 207-778-2250
- Latest filing: 2026-07-24
- Regulatory AUM: $116.5M
- Discretionary AUM: $114.2M
- Non-discretionary AUM: $2.3M
- Clients: 3
- Accounts: 529

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: High net worth, Other

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| Kimberly Lynn Volk | PRESIDENT, MANAGING MEMBER, IAR, AND CCO | — |


## Branch offices (1)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 207-778-2250 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/311679/brochure
- Similar advisers: https://search.stillhousedata.com/firm/311679/similar
- Related entities: https://search.stillhousedata.com/firm/311679/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/311679

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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.