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| SBK Financial Inc
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|---|---|
| CRD # | 132513 |
| SEC # | 801-64185 |
| CIK # | 0001911894 |
| AUM | 1,538.4 M (2026-03-25) |
| Employees | 18 (72% Investors, 0% Brokers) |
| Phone | 804-237-1700 |
| Address | 1001 Haxall Point Richmond, VA 23219 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001911894 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 6.2 | ||
| Apple Inc | 5.2 | ||
| Lowes Companies Inc | 2.9 | ||
| Nike Inc | 2.2 | ||
| Johnson & Johnson | 2.0 | ||
| Alphabet Inc | 1.5 | ||
| Home Depot Inc | 1.3 | ||
| Walt Disney Co | 1.3 | ||
| Coca Cola Co | 1.3 | ||
| Danaher Corp /DE/ | 1.3 | ||
| Visa Inc | 1.2 | ||
| PPG Industries Inc | 1.1 | ||
| Merck & Co Inc | 1.1 | ||
| Philip Morris International Inc | 1.1 | ||
| Procter & Gamble Co | 1.0 | ||
| Pfizer Inc | 0.9 | ||
| Amazon Com Inc | 0.9 | ||
| Chevron Corp | 0.8 | ||
| J P Morgan Chase & Co | 0.8 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 69 | 24.6 |
| (b) Individuals (high net worth individuals) | 197 | 1,488.9 |
| (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 | 1 | 24.9 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,318 | 1,538.4 |
| By Discretionary | ||
| Discretionary | 1,318 | 1,538.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,318 | 1,538.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,538.4 | |
| Total | 1,318 | 1,538.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001911894] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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SC | 1,549.6 M |
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Tritonpoint Wealth LLC
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Financial Symmetry Incorporated
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MN | 1,537.2 M |
|
Tulsa Wealth Advisors Inc
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|
Kings Path Partners LLC
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TX | 1,528.7 M |