# Veach Family Financial

> Veach Family Financial is an SEC-registered investment advisory firm in North Little Rock, AR, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 25, 2026.

- CRD: 115798
- Filed as: VEACH FAMILY FINANCIAL
- Legal name: Independent Financial Advisors, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: North Little Rock, AR
- Filing period: October 2026
- Form ADV filing dated: February 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/115798
- AdvisorCensus page: https://advisorcensus.com/firm/veach-family-financial-north-little-rock-ar-115798

## Quick answers

**How is Veach Family Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Veach Family Financial reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Veach Family Financial located?**
Veach Family Financial's principal office is in North Little Rock, AR, according to its Form ADV.

**Is Veach Family Financial registered with the SEC or a state?**
Veach Family Financial is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 115798.

**How much does Veach Family Financial manage?**
Veach Family Financial reports $134,495,327 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (97% discretionary).

**How have Veach Family Financial's assets and staff changed since 2023?**
In the Form ADV data for Veach Family Financial: Regulatory assets under management: $112,795,812 in the October 2023 data and $134,495,327 in the October 2026 data, up 19%. Total employees: 2 in October 2023 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Veach Family Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (140); high net worth individuals (51); pension and profit sharing plans (but not the plan participants or government pension plans) (3).

**Which custodians does Veach Family Financial use?**
Veach Family Financial's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Veach Family Financial report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/115798

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $134,495,327
- Discretionary: $130,226,390
- Non-discretionary: $4,268,937

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 140 | $39,192,347 |
| High net worth individuals | 51 | $90,567,503 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $4,634,050 |
| Charitable organizations | 1 | $101,427 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2023 (3 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AR, FL, LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [veachfamilyfinancial.com](https://veachfamilyfinancial.com)
- LinkedIn @veach-family-financial

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $112,795,812 | 2 | August 28, 2023 |
| October 2024 | $112,434,156 | 3 | March 28, 2024 |
| October 2025 | $130,122,094 | 3 | March 10, 2025 |
| October 2026 | $134,495,327 | 4 | February 25, 2026 |

Regulatory assets under management: $112,795,812 in the October 2023 data and $134,495,327 in the October 2026 data, up 19%.
Total employees: 2 in October 2023 and 4 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Veach Family Financial (CRD 115798): Form ADV filing data as of October 2026.