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TTM Q1 '26TTM Q4 '25TTM Q3 '25TTM Q2 '25TTM Q1 '25
Net Revenue by Business
Community Banking$40.35M+9.8%$39.25M+9.0%$38.35M+9.0%$37.35M+6.3%$36.74M+5.2%
Investment Advisory Services$5.49M+11.2%$5.33M+10.0%$5.18M+11.8%$5.06M+14.0%$4.94M+14.5%
Mortgage$5.21M+18.3%$4.85M+8.0%$4.64M+2.8%$4.72M+13.2%$4.4M+13.5%
Net Income Loss by Business
Community Banking$8.97M+69.1%$7.24M+14.0%$6.29M-11.2%$5.62M-22.6%$5.3M-29.0%
Investment Advisory Services$1.82M+14.0%$1.84M+18.0%$1.75M+15.2%$1.63M+3.7%$1.6M+7.9%
Mortgage$840K+95.3%$552K-18.1%$498K-24.3%$613K+70.8%$430K-8.5%
Noninterest Expense by Business
Community Banking$30.02M-0.9%$30.58M+6.0%$31.17M+12.7%$30.85M+13.1%$30.3M+13.9%
Investment Advisory Services$2.86M+5.4%$2.83M+4.1%$2.75M-0.1%$2.74M+9.9%$2.71M+9.4%
Mortgage$4.23M+10.6%$4.15M+13.3%$4.03M+13.0%$3.97M+10.1%$3.82M+12.0%
Interest Income Expense Net by Business
Community Banking$34.27M+11.6%$33.31M+11.3%$32.54M+7.8%$31.85M+6.5%$30.71M+2.5%
Income Tax Expense Benefit by Business
Community Banking$1.73M+57.2%$1.52M+4.8%$1.26M-21.6%$1.24M-25.3%$1.1M-38.8%
Investment Advisory Services$806K+28.8%$664K+16.1%$671K+65.7%$683K+63.4%$626K+58.9%
Income Loss From Continuing Operations Before Income Taxes Extraordinary Items Noncontrolling Interest by Business
Community Banking1,069,600,000%+429,500,000pp875,300,000%+95,900,000pp755,000,000%-114,200,000pp686,100,000%-206,200,000pp640,100,000%-286,100,000pp
Investment Advisory Services262,600,000%+40,300,000pp250,100,000%+37,200,000pp242,500,000%+49,700,000pp231,500,000%+32,300,000pp222,300,000%+34,900,000pp
Mortgage98,700,000%+40,400,000pp69,900,000%-12,800,000pp60,500,000%-22,800,000pp75,000,000%+29,500,000pp58,300,000%+5,300,000pp
Total Assets by Business
Community Banking$4.08B+4.1%$4.03B+3.5%$3.97B+2.1%$3.95B+3.0%$3.92B+2.9%
Investment Advisory Services$41.66M-4.8%$41.45M-7.2%$43.15M-3.0%$43.76M-3.3%$43.76M-2.3%
Mortgage$14.43M-22.2%$15.45M-4.5%$15.97M+15.7%$17.26M+40.3%$18.54M+35.0%
Interest Expense Operating by Business
Community Banking$13M-11.4%$13.35M-9.2%$13.74M+4.4%$14.22M+24.1%$14.66M+45.8%
Marketing Expense by Business
Community Banking$792K-8.5%$799K-5.7%$900K+17.0%$874K+15.2%$866K+17.5%
Investment Advisory Services$13K+44.4%$13K+18.2%$12K0.0%$15K+50.0%$9K-18.2%
Professional And Other Outside Expenses by Business
Community Banking$2.84M-32.4%$3.79M+15.3%$4.37M+69.9%$4.32M+71.9%$4.21M+67.6%
Investment Advisory Services$123K+6.0%$123K+9.8%$115K+20.1%$124K+25.9%$116K+8.2%
Occupancy Net by Business
Community Banking$2.05M+6.7%$2.01M+9.1%$1.93M+5.3%$1.93M+6.3%$1.92M+10.0%
Investment Advisory Services$130K+17.1%$130K+25.0%$123K+29.8%$117K+40.1%$111K+51.5%
Mortgage$117K+3.5%$117K+2.6%$126K+15.9%$112K+5.2%$113K+11.6%
Other Noninterest Expense by Business
Community Banking$1.59M-3.1%$1.59M+1.1%$1.67M+15.0%$1.64M+24.2%$1.64M+36.4%
Investment Advisory Services$127K+7.6%$127K+10.4%$123K+14.4%$116K+3.6%$118K+0.4%
Mortgage$24K-35.1%$40K+122%$31K-35.8%$83K+7.1%$37K-64.0%
Labor And Related Expense by Business
Community Banking$16.54M+11.0%$15.95M+8.6%$15.79M+9.9%$15.28M+7.1%$14.9M+4.9%
Investment Advisory Services$1.82M+5.6%$1.78M+3.0%$1.74M+5.1%$1.73M+8.6%$1.72M+12.2%
Mortgage$3.33M+10.9%$3.23M+12.3%$3.16M+12.3%$3.07M+17.1%$3M+22.9%
Supplies Expense by Business
Community Banking$593K+22.5%$575K+18.3%$553K+15.9%$530K+9.6%$484K-3.0%
Investment Advisory Services$35K0.0%$35K-2.8%$35K+7.7%$37K+32.1%$35K+37.3%
Mortgage$21K+5.0%$21K+5.0%$20K+1.3%$19K-2.6%$20K+9.6%
Equipment Expense by Business
Community Banking$2.73M+10.3%$2.65M+10.2%$2.54M+7.1%$2.5M+7.3%$2.48M+8.1%
Investment Advisory Services$53K+43.2%$53K+35.9%$41K-3.5%$37K-15.9%$37K-18.7%
Mortgage$60K+22.4%$60K+11.1%$57K-12.6%$50K-32.9%$49K-40.8%
Credit Expense by Business
Community Banking$237K+7.7%$222K-6.3%$238K+11.5%$218K-6.8%$220K-11.1%
Mortgage$671K+13.0%$682K+17.8%$631K+5.2%$625K+5.8%$594K+9.1%

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Questions, answered.

How does Bank of the James Financial Group break its business down?
Bank of the James Financial Group (BOTJ) reports net revenue by business across 5 parts — All Other Segments, Community Banking, Holding Company, Investment Advisory Services and Mortgage. Each is extracted from the segment footnotes and tracked over time.
Where does Bank of the James Financial Group's segment data come from?
Segment breakdowns are pulled from the segment footnotes in Bank of the James Financial Group's SEC filings (the XBRL dimensional tags), so every line ties back to a reported figure. Switch between quarterly, annual, and TTM, or open any segment for its full history.