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Bank of the James Financial Group BOTJ Investment Advisory Services — Total Assets

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Other financials

Income statement

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Revenue$12.7M+15.4%
Net income$2.8M+229%
EPS (diluted)$0.61+221%

Balance sheet

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Cash & equivalents$88.0M-7.3%
Total debt$3.3M-14.8%
Total equity$81.3M+18.9%
Total assets$1.1B+4.9%

Cash flow

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Operating cash flow$4.7M+521%
CapEx$382.0K-38.6%
Free cash flow$4.4M+2,990%

Valuation

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Market cap$116.4M+84.6%
P/E10.6×+1.8×
P/S2.3×+0.9×

Profitability

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Net margin21.8%+7.1pp
FCF margin29.2%+11.9pp

Returns & leverage

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Return on equity14.6%+4.4pp
Debt / equity0.0×

Where this comes from

Reported directly by Bank of the James Financial Group in its filing.

Tagged under the XBRL concept us-gaap:Assets.

The official record: Bank of the James Financial Group’s 10-Q, filed May 12, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Bank of the James Financial Group's investment advisory services — total assets?
Bank of the James Financial Group (BOTJ) reported investment advisory services — total assets of $10.2M in Q1 2026.
How has Bank of the James Financial Group's investment advisory services — total assets changed year-over-year?
Bank of the James Financial Group's investment advisory services — total assets increased by 2.1% year-over-year, from $9.99M to $10.2M.
What is the long-term trend for Bank of the James Financial Group's investment advisory services — total assets?
Over 3 years (2022 to 2025), Bank of the James Financial Group's investment advisory services — total assets has grown at a -6.5% compound annual growth rate (CAGR), from $50.72M to $41.45M.
What does investment advisory services — total assets mean?
This metric represents the total value of resources and capital allocated to or managed by the investment advisory segment. It provides insight into the scale of the segment's operations and the asset base utilized to generate advisory revenue. Changes in this figure indicate the segment's growth trajectory and capital intensity.