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Burke & Herbert Financial Services Corp. BHRB Advisory fees — Service charges and fees

Other product segments

Deposit related fees
$7.82M+18.9%
Trust fees
$6.12M+24.5%
Fiduciary and wealth management
$3.23M+32.1%
Service charges and fees
$655K
Other fees
$6K-95.8%

Similar metrics at other companies

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STEPAdvisory and other services — Service fees
$20M+0.4%
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EBCInvestment advisory fees
$18.31M+11.4%
Ameriprise Financial logo
AMPAdvisory fees — Revenue from contracts with customers
$1.8B+18.6%
Oppenheimer Holdings logo
OPYAdvisory fees
$141.72M+10.0%
LPL Financial Holdings logo
LPLAAdvisory
$2.62B+54.8%
Sachem Capital Corp. logo
SACHInvestment management and advisory fees
$1.29M-9.3%

Other financials

Income statement

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Revenue$84.7M+2.0%
Net income$27.3M+0.5%
EPS (diluted)$1.79-0.6%

Balance sheet

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Cash & equivalents$69.6M-53.2%
Total debt$543.7M+71.8%
Total equity$864.5M+14.1%
Total assets$7.9B+1.1%

Cash flow

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Operating cash flow$26.5M-29.6%
CapEx$1.9M+5.4%
Free cash flow$24.6M-31.3%

Valuation

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Market cap$1.37B+61.3%
Enterprise value$1.84B+81.3%
P/E11.6×-3.1×
P/S+1.3×

Profitability

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Net margin34.2%+16.1pp
FCF margin25.7%-9.3pp

Returns & leverage

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Return on equity14.5%+3.8pp
Debt / equity0.6×+0.2×

Where this comes from

Reported directly by Burke & Herbert Financial Services Corp. in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerIncludingAssessedTax.

The official record: Burke & Herbert Financial Services Corp.’s 10-K, filed February 27, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Burke & Herbert Financial Services Corp.'s advisory fees — service charges and fees?
Burke & Herbert Financial Services Corp. (BHRB) reported advisory fees — service charges and fees of $669.25K in Q4 2025.
How has Burke & Herbert Financial Services Corp.'s advisory fees — service charges and fees changed year-over-year?
Burke & Herbert Financial Services Corp.'s advisory fees — service charges and fees increased by 12.2% year-over-year, from $596.25K to $669.25K.
What is the long-term trend for Burke & Herbert Financial Services Corp.'s advisory fees — service charges and fees?
Over 4 years (2021 to 2025), Burke & Herbert Financial Services Corp.'s advisory fees — service charges and fees has grown at a 18.8% compound annual growth rate (CAGR), from $1.34M to $2.68M.
What does advisory fees — service charges and fees mean?
This metric represents the revenue generated from service charges and fees specifically associated with advisory or wealth management service offerings. It reflects the income earned by the institution for providing specialized financial guidance, planning, or administrative support to clients. Monitoring this figure helps investors assess the bank's ability to diversify its income streams beyond traditional interest-based banking activities.