Investment adviser · CRD 132513
WEALTHCROSSING
Investment adviser filing (IA)
SBK FINANCIAL, INC.
RICHMOND, VA, United States · Form ADV filed Mar 25, 2026
- Regulatory AUM
- $1.54B Form ADV · Item 5.F
- Client accounts
- 1,318 Accounts, not individual clients
- Employees
- 18 Reported in this filing
- Advisory professionals
- 13 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 197 | $1,488,936,485 | 96.8% |
| Charities | Fewer than 5 | $24,934,333 | 1.6% |
| Individuals | 69 | $24,569,917 | 1.6% |
Filing source
Form ADV 2060771 · Mar 25, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 25, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
1001 HAXALL POINT, SUITE 705RICHMOND, VA, 23219, United States
CRD 132513
Filing source
Form ADV 2060771 · Mar 25, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.