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| JBR Co Financial Management Inc
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|---|---|
| CRD # | 117600 |
| SEC # | 801-110659 |
| CIK # | 0002017878 |
| AUM | 318.3 M (2026-04-06) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 580-226-4058 |
| Address | 130 D Street NW Ardmore, OK 73401 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 36.0 | ||
| Apple Inc | 9.0 | ||
| Caterpillar Inc | 6.6 | ||
| Reaves Utility Income Fund | 5.8 | ||
| Advanced Micro Devices Inc | 4.7 | ||
| Chevron Corp | 4.7 | ||
| Amazon Com Inc | 4.3 | ||
| Alphabet Inc | 4.3 | ||
| Eaton Vance Enhanced Equity Income Fund II | 3.3 | ||
| OGE Energy Corp | 3.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 610 | 88.4 |
| (b) Individuals (high net worth individuals) | 80 | 146.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 4 | 3.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 23 | 80.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,400 | 318.3 |
| By Discretionary | ||
| Discretionary | 1,400 | 318.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,400 | 318.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 318.3 | |
| Total | 1,400 | 318.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002017878] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| LEI | N/A |
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|---|---|---|
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|
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✚
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