SBK FINANCIAL, INC.

RICHMOND, Virginia·6 registered advisors·CRD# 132513
SEC# 801-641850804-237-1700
01

Firm Overview

AUM
$1.1B
Regulatory assets under management
Employees
18
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SBK FINANCIAL, INC.

6 registered advisors
Andrea Lynn Broughton
RICHMOND, Virginia
Claire Elaine Craighill
RICHMOND, Virginia
John Constantine Williams
RICHMOND, Virginia
John Kevin King
RICHMOND, Virginia
Jonathan Bailey
RICHMOND, Virginia
Stephanie Felts Stumpf
RICHMOND, Virginia
05

Office Locations

RICHMOND, Virginia
6 advisors

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Data sourced from SEC Form ADV filings. SBK FINANCIAL, INC. (CRD# 132513) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.