AdvisorCensus by AdvisorSEO Max

AdvisorCensus / Financial advisors / Ohio / Cleveland / Volition Financial Network, LLC

Volition Financial Network, LLC

Cleveland, OHState-registered investment adviserCRD 304366

Filed as VOLITION FINANCIAL NETWORK, LLC

Volition Financial Network, LLC is a state-registered investment advisory firm in Cleveland, OH, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

7 years
registered since 2019
$21,919,997
assets under management
2 arrangements
Percentage of assets, Other
None
disclosure items (Item 11)

Quick answers

From the filing

How is Volition Financial Network, LLC compensated?

On its Form ADV (Item 5.E, October 2026), Volition Financial Network, LLC reports these compensation arrangements: a percentage of assets under its management; other.

Where is Volition Financial Network, LLC located?

Volition Financial Network, LLC's principal office is in Cleveland, OH, according to its Form ADV.

Is Volition Financial Network, LLC registered with the SEC or a state?

Volition Financial Network, LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 304366.

How much does Volition Financial Network, LLC manage?

Volition Financial Network, LLC reports $21,919,997 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

What types of clients does Volition Financial Network, LLC serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (67); high net worth individuals (5); other (1).

Does Volition Financial Network, LLC report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/304366

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Other

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Regulatory assets under management

Item 5.F
$21,919,997

$21,919,997 as of October 2026, filing dated March 25, 2026.

Discretionary: $21,919,997.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 67 Assets $13,095,997 (60%)
High net worth individuals
Clients 5 Assets $8,524,000 (39%)
Banking or thrift institutions
Clients 0 Assets Not reported
Investment companies
Clients 0 Assets Not reported
Business development companies
Clients 0 Assets Not reported
Pooled investment vehicles (other than investment companies and business development companies)
Clients 0 Assets Not reported
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 0 Assets Not reported
Charitable organizations
Clients 0 Assets Not reported
State or municipal government entities (including government pension plans)
Clients 0 Assets Not reported
Other investment advisers
Clients 0 Assets Not reported
Insurance companies
Clients 0 Assets Not reported
Sovereign wealth funds and foreign official institutions
Clients 0 Assets Not reported
Corporations or other businesses not listed above
Clients 0 Assets Not reported
Other
Clients 1 Assets $300,000 (1%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)

Registration and firm details

Items 1, 2, 5
Registration
State-registered investment adviser. Status as filed: APPROVED.
Registered since
2019 (7 years)
Employees
Total: 1. Performing investment advisory functions: 1.
Wrap fee program participation
No.
States registered or notice-filed
1 state or jurisdiction
OH

State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Changes in the filing

Last 12 months

No changes to these filed facts in the last 12 months of filing data.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
volitionfn.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Volition Financial Network, LLC (CRD 304366): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/volition-financial-network-llc-cleveland-oh-304366