SBK FINANCIAL, INC. of RICHMOND, VA is an SEC-registered investment adviser (CRD 132513). Regulatory assets under management: $1.5B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Jonathan Bailey | PARTNER | Santa Barbara, CA |
| John Kevin King | PRESIDENT | — |
| Andrea Lynn Broughton | CHIEF EXECUTIVE OFFICER / PARTNER; CHIEF EXECUTIVE OFFICER / PARTNER (04/2005) | — |
| Stephanie Felts Stumpf | DIRECTOR / PARTNER; DIRECTOR / PARTNER (12/2017) | — |
| Claire Elaine Craighill | DIRECTOR / PARTNER; DIRECTOR / PARTNER (12/2017) | — |
| John Constantine Williams | SENIOR TAX ADVISOR / PARTNER | — |
| Constantine Andrew Pelos | CHIEF COMPLIANCE OFFICER | — |
| WILLIAMS BASIL CONSTANTINE | SENIOR TAX ADVISOR; SENIOR TAX ADVISOR / PARTNER | — |
| KING JOHN KEVIN | PRESIDENT | — |
| SIX CONNIE WILLIAMSON | VICE PRESIDENT/TREASURER; VICE PRESIDENT/TREASURER/CHIEF COMPLIANCE OFFICER | — |
| BROUGHTON ANDREA LYNN | CHIEF EXECUTIVE OFFICER / PARTNER (04/2005); VICE PRESIDENT/SECRETARY | — |
| STUMPF STEPHANIE FELTS | CHIEF COMPLIANCE OFFICER; DIRECTOR/CHIEF COMPLIANCE OFFICER; DIRECTOR / CHIEF COMPLIANCE OFFICER / PARTNER (12/2017) (+1 more) | — |
| BAILEY JONATHAN | PARTNER | — |
| PELOS CONSTANTINE ANDREW | CHIEF COMPLIANCE OFFICER | — |
| CRAIGHILL CLAIRE ELAINE | DIRECTOR; DIRECTOR / PARTNER (12/2017) | — |