VOLITION FINANCIAL NETWORK, LLC

Overview

Volition Financial Network, LLC is a small, client-focused advisory firm that manages portfolios for individuals, families and small businesses. The firm operates as a capital allocator and acts both as a discretionary portfolio manager and as a selector of external managers — favoring pooled vehicles and third‑party managers rather than building heavy direct-stock sleeves in-house. Fee arrangements include a percentage-of-assets component plus other fee types. Filings indicate the firm is not positioned as an ESG specialist, does not report multi‑state advisory activity, and does not provide pension consulting. Investment activity centers on broadly diversified mutual funds and similar public pooled vehicles, with an emphasis on delegating specialized strategies to outside managers when appropriate. That manager-of-managers approach suggests the firm focuses on manager selection, monitoring and implementation rather than concentrated single-stock bets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices