Bank of the James Financial Group BOTJ Investment Advisory Services — Net Revenue

Other segment segments

Similar metrics at other companies

TROWInvestment advisory fees — Net revenues

$1.78T+9.6%

FHIInvestment Advisory — Total Revenue

$252.4M+13.0%

ASSTInvestment advisory fees — Total revenues

$1.35M-4.9%

LAZFinancial Advisory — Net Revenue (Loss)

$359.57M-2.1%

SCHWAdvisor Services — Net interest revenue

$719M+31.2%

WHGInvestment Advisory Services — Revenue from Contract with Customer, Excluding Assessed Tax

$19.31M+8.9%

Questions, answered.

What is Bank of the James Financial Group's investment advisory services — net revenue?

Bank of the James Financial Group (BOTJ) reported investment advisory services — net revenue of $1.41M in Q1 2026.

How has Bank of the James Financial Group's investment advisory services — net revenue changed year-over-year?

Bank of the James Financial Group's investment advisory services — net revenue increased by 12.6% year-over-year, from $1.26M to $1.41M.

What is the long-term trend for Bank of the James Financial Group's investment advisory services — net revenue?

Over 2 years (2023 to 2025), Bank of the James Financial Group's investment advisory services — net revenue has grown at a 12.7% compound annual growth rate (CAGR), from $4.2M to $5.33M.

What does investment advisory services — net revenue mean?

This metric represents the total income generated by the investment advisory segment after deducting direct costs associated with revenue production, such as fee rebates or interest expense. It serves as the top-line measure of the segment's financial performance and market demand for its services.