SHEAVLY FINANCIAL GROUP, INC.
SEC file number 801-72303
· VIRGINIA BEACH, VA
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$29.6M
Discretionary AUM
$29.6M
Employees
—
Clients
200
Firm
- Address
- 324 SOUTHPORT CIRCLE, SUITE 103
VIRGINIA BEACH, VA 23452 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- M FINANCIAL HOLDINGS INC Medium name-match confidence · CIK 1047852 · OR
- W FINANCIAL FUND, LP Medium name-match confidence · CIK 1248244 · NY
- Stash Financial, Inc. Medium name-match confidence · CIK 1647051 · NY
- Swell Financial, Inc. Medium name-match confidence · CIK 1914565 · CO
- Sword Financial Corp. Medium name-match confidence · CIK 1764930 · WI
- F&M FINANCIAL CORP Medium name-match confidence · CIK 802119 · TN
- Setara Financial Corp. Medium name-match confidence · CIK 2140575 · IL
- SGP - BB Financial, LLC Medium name-match confidence · CIK 2123512 · NC
- Sonata Financial Holdings, Inc. Medium name-match confidence · CIK 784974 · TN
- SPLASH FINANCIAL, INC. Medium name-match confidence · CIK 1621052 · OH
- Studio Financial Holdings, Inc. Medium name-match confidence · CIK 1944891 · TN
- BNH Financial Medium name-match confidence · CIK 1886472 · NH
-
Sword Financial Corp. · D · Nov 2, 2026$60.1M
-
Setara Financial Corp. · D · Jun 15, 2026$1M
-
BNH Financial · D · Apr 3, 2026$40M
-
SGP - BB Financial, LLC · D · Mar 31, 2026$600K
-
M FINANCIAL HOLDINGS INC · D · Mar 13, 2026$8.9M
-
W FINANCIAL FUND, LP · D/A · Jan 23, 2026
-
Studio Financial Holdings, Inc. · D · Sep 24, 2025$40M
-
SPLASH FINANCIAL, INC. · D · Sep 17, 2025$80M
-
F&M FINANCIAL CORP · D · Jul 16, 2025$60M
-
Stash Financial, Inc. · D · May 16, 2025$187.3M
-
Sonata Financial Holdings, Inc. · D · May 15, 2025$10M
-
Sonata Financial Holdings, Inc. · D · May 15, 2025$8M
-
M FINANCIAL HOLDINGS INC · D · Mar 17, 2025$6.8M
-
W FINANCIAL FUND, LP · D/A · Jan 29, 2025