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SBK Financial, Inc.
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Richmond, Virginia
$793.9 million AUM
1 office

SBK Financial, Inc. is based in Richmond, Virginia and has $793.9 million in assets under management.

Location
1001 Haxall Point
Suite 705
Richmond, VA 23219
Contact
$793.9 million
AUM
18
Employees
AUM Share
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$793,864,108
Assets under management
1,101 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 56 $14,234,771 2% $254,192
High net worth individuals 160 $758,304,681 96% $4,739,404
Charitable organizations Fewer than 5 clients $21,324,656
Employees Share
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18
Employees
9
Investment analysts
50% of total employees
AUM per employee Share
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$793,864,108
Assets under management
$44,103,562
AUM per employee
$88,207,123
AUM per investment analyst
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Compensation

SBK Financial, Inc. makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

SBK Financial, Inc. provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Tax preparation & planning
Business activities
  • Accounting firm
Firm data Share
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CRD number 132,513
SEC number 801-64185
Legal structure Corporation
Legal governance Virginia, United States
Latest ADV filing date March 30, 2020

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