$22.6M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
23 ADV. Clients
23 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Trade-PMR
- Clients
- Retail
- Platforms
- Harbor vector
- Established Date
- 12-17-2002
- Office Locations
- 1
Office Locations
3900 Westerre Parkway Suite 300 Richmond VA
About J. B. Bryan Financial Group, Inc.
JB Bryan Financial Group is a Richmond, VA registered investment advisor providing comprehensive financial planning, investment management, insurance, and retirement account solutions for individuals and businesses. Led by founder Jennifer “JB” Bryan, the firm uses ETFs and mutual funds in client portfolios. Notably, it was founded as the first Black-owned RIA in the Richmond area and hosts financial workshops and webinars.
Team overview
56 AVG AGE
$22.6M AVG AUM / ADVISOR
$982.6K AVG AUM / CLIENT
22.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
Insight
Client Personas
Vertex eagle
Custodian
Glacier
Investment Themes
Crest catalyst Optima Bridge insight
Investment Vehicles
Capital oak
Services
Momentum Catalyst Foundation Ridge ridge Value radial Momentum Harbor
Technology
Quantum value
Owner & Executives
JB BRYAN
Chief Compliance Officer, Investment Advisor, President
- CRD
- #2377037
- Ownership
- 75% or more
(271) 666-9915
timber.oak@pioneercapital.com
in linkedin.com/in/insight-timber
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $22,600,000 | -- |
| Total | $22,600,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $22,600,000
Public Funds:
16.6% Cash:
42.4% Equity - Exchange:
41.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $737,576,356 | 16.6% |
| Cash | $1,883,929,970 | 42.4% |
| Equity - Exchange | $1,821,724,736 | 41.0% |
| Total | $4,443,231,062 | 100.0% |