Data / Investment advisers / Virginia / Golden Spark Insights
Golden Spark Insights, Fairfax, VA: $400 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Golden Spark Insights is an SEC registered investment adviser with its main office in Fairfax, Virginia and reports $400 million in regulatory assets under management in its Form ADV filed March 19, 2026. Its clients include corporations and other businesses. It is paid through a percentage of assets under management, subscription fees and performance based fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 339382
- SEC file number
- 801-134832
- SEC status
- Approved, effective March 20, 2026
- Legal name
- Golden Spark Insights Merchant Banking Group Inc.
- Main office
- 4810 Pheasant Ridge Road, Fairfax, VA 22030
- Phone
- (508) 981-2447
- Website
- goldensparkinsight.com
- Regulatory AUM
- $400,000,000 in the Form ADV filed March 19, 2026
- Discretionary AUM
- $400,000,000
- Accounts
- 2
- Employees
- 1, of which 1 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, subscription fees, performance based fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 19, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Corporations or other businesses | 2 | $400 million |
Other advisers in Virginia
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Taylor Financial Group, Inc. | Roanoke | $410 million | Not listed | adviserinfo.sec.gov |
| Professional Financial Solutions, LLC | Fairfax | $409.7 million | Not listed | adviserinfo.sec.gov |
| Heritage Financial LLC | Gainesville | $408 million | Not listed | adviserinfo.sec.gov |
| Alexander Randolph Advisory Inc | McLean | $403.9 million | Not listed | adviserinfo.sec.gov |
| Brown Edwards Wealth Strategies | Lynchburg | $403.3 million | Not listed | adviserinfo.sec.gov |
| Reframe Wealth, LLC | Vienna | $394.8 million | Not listed | adviserinfo.sec.gov |
| Clarion Wealth Management Partners | Fairfax | $394.8 million | Not listed | adviserinfo.sec.gov |
| Abich Financial Wealth Management, LLC | Ashburn | $394.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Virginia
- Advisers with $100 million to $500 million in AUM
- Advisers serving corporations and other businesses
- Golden Spark Insights on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.