RIA Intel›Advisers›Virginia›J. B. BRYAN FINANCIAL GROUP, INC.

J. B. BRYAN FINANCIAL GROUP, INC.

Advisory

RICHMOND, VA

Data as of Jul 23, 2026 · Source: SEC Form ADV

Average account

$1M

across 23 accounts

AUM per adviser

$27M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 23, 2026.

Total AUM

$27M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$27M

Discretionary AUM$0

Non-Discretionary AUM$27M

Discretionary %0%

Total Clients23

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InDC, MD, NY, VA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

23 clients

The full client-type breakdown and the share of AUM each category represents.

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INSIGHT FINANCIAL, INC.

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SBM FINANCIAL, LLC

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