| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrea Lynn Broughton Control | Chief Executive Officer / Partner | 25-50% | 2023 |
| Claire Elaine Craighill Control | Director / Partner | 5-10% | 2007 |
| Constantine Andrew Pelos Control | Chief Compliance Officer | Under 5% | 2023 |
Sbk Financial, Inc. reports $1.2 billion in regulatory assets under management on its Form ADV.
Sbk Financial, Inc. reports 19 employees.
Sbk Financial, Inc. is based in Richmond, VA and has been SEC-registered since 2005.
Sbk Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1001 Haxall Point, Suite 705, Richmond, VA 23219 |
| Phone | 804-237-1700 |
| Office hours | 8:30a.m. 5:30p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.2B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.2B |