Bank of the James Financial Group BOTJ Investment Advisory Services — Assets Under Management Carrying Amount

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Questions, answered.

What is Bank of the James Financial Group's investment advisory services — assets under management carrying amount?

Bank of the James Financial Group (BOTJ) reported investment advisory services — assets under management carrying amount of $1.01B in Q1 2026.

How has Bank of the James Financial Group's investment advisory services — assets under management carrying amount changed year-over-year?

Bank of the James Financial Group's investment advisory services — assets under management carrying amount increased by 13.9% year-over-year, from $886.9M to $1.01B.

What does investment advisory services — assets under management carrying amount mean?

This metric measures the total market value of financial assets that the investment advisory segment manages on behalf of clients. It is a key indicator of the scale of the advisory business and serves as the primary driver for fee-based revenue generation.