SBK FINANCIAL, INC.
Legal name: WEALTHCROSSING
CRD #132513 SEC #801-64185 RICHMOND, VA 804-237-1700
SEC Registered
Total AUM
$1.2B
Discretionary
$1.2B
Employees
19
Clients
251
Accounts
1,289
Firm Details
- Organization Type
- Corporation
- State of Formation
- Virginia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 14, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Bailey, Jonathan | I | PARTNER | NA | Control |
| Bailey, Jonathan | I | PARTNER | NA | Control |
| Bailey, Jonathan | I | PARTNER | NA | Control |
| Bailey, Jonathan | I | PARTNER | NA | Control |
| Bailey, Jonathan | I | PARTNER | NA | Control |
| Bailey, Jonathan | I | PARTNER | NA | Control |
| CRAIGHILL, CLAIRE, ELAINE | I | DIRECTOR | NA | |
| CRAIGHILL, CLAIRE, ELAINE | I | DIRECTOR | NA | |
| CRAIGHILL, CLAIRE, ELAINE | I | DIRECTOR | NA | |
| CRAIGHILL, CLAIRE, ELAINE | I | DIRECTOR | NA | |
| CRAIGHILL, CLAIRE, ELAINE | I | DIRECTOR | NA | |
| CRAIGHILL, CLAIRE, ELAINE | I | DIRECTOR | NA | |
| PELOS, CONSTANTINE, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PELOS, CONSTANTINE, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PELOS, CONSTANTINE, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PELOS, CONSTANTINE, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PELOS, CONSTANTINE, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PELOS, CONSTANTINE, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PELOS, CONSTANTINE, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STUMPF, STEPHANIE, FELTS | I | CHIEF COMPLIANCE OFFICER | NA | |
| STUMPF, STEPHANIE, FELTS | I | DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | |
| STUMPF, STEPHANIE, FELTS | I | CHIEF COMPLIANCE OFFICER | NA | |
| STUMPF, STEPHANIE, FELTS | I | DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | |
| STUMPF, STEPHANIE, FELTS | I | DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | |
| STUMPF, STEPHANIE, FELTS | I | DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | |
| STUMPF, STEPHANIE, FELTS | I | DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | |
| STUMPF, STEPHANIE, FELTS | I | DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | |
| WILLIAMS, JOHN, CONSTANTINE | I | SENIOR TAX ADVISOR / PARTNER | NA | |
| WILLIAMS, JOHN, CONSTANTINE | I | SENIOR TAX ADVISOR / PARTNER | NA | |
| KING, JOHN, KEVIN | I | PRESIDENT | D | Control |
| KING, JOHN, KEVIN | I | PRESIDENT | D | Control |
| KING, JOHN, KEVIN | I | PRESIDENT | D | Control |
| KING, JOHN, KEVIN | I | PRESIDENT | D | Control |
| KING, JOHN, KEVIN | I | PRESIDENT | D | Control |
| KING, JOHN, KEVIN | I | PRESIDENT | D | Control |
| KING, JOHN, KEVIN | I | PRESIDENT | D | Control |
| KING, JOHN, KEVIN | I | PRESIDENT | D | Control |
| KING, JOHN, KEVIN | I | PRESIDENT | D | Control |
| KING, JOHN, KEVIN | I | PRESIDENT | D | Control |
| KING, JOHN, KEVIN | I | PRESIDENT | D | Control |
| KING, JOHN, KEVIN | I | PRESIDENT | D | Control |
| KING, JOHN, KEVIN | I | PRESIDENT | D | Control |
| KING, JOHN, KEVIN | I | PRESIDENT | D | Control |
| KING, JOHN, KEVIN | I | PRESIDENT | D | Control |
| KING, JOHN, KEVIN | I | PRESIDENT | D | Control |
| KING, JOHN, KEVIN | I | PRESIDENT | D | Control |
| KING, JOHN, KEVIN | I | PRESIDENT | D | Control |
| KING, JOHN, KEVIN | I | PRESIDENT | D | Control |
| KING, JOHN, KEVIN | I | PRESIDENT | D | Control |
| KING, JOHN, KEVIN | I | PRESIDENT | D | Control |
| KING, JOHN, KEVIN | I | PRESIDENT | D | Control |
| KING, JOHN, KEVIN | I | PRESIDENT | D | Control |
| KING, JOHN, KEVIN | I | PRESIDENT | D | Control |
| KING, JOHN, KEVIN | I | PRESIDENT | D | Control |
| BROUGHTON, ANDREA, LYNN | I | VICE PRESIDENT/SECRETARY | C | Control |
| BROUGHTON, ANDREA, LYNN | I | VICE PRESIDENT/SECRETARY | C | Control |
| BROUGHTON, ANDREA, LYNN | I | VICE PRESIDENT/SECRETARY | C | Control |
| BROUGHTON, ANDREA, LYNN | I | VICE PRESIDENT/SECRETARY | C | Control |
| BROUGHTON, ANDREA, LYNN | I | VICE PRESIDENT/SECRETARY | C | Control |
| BROUGHTON, ANDREA, LYNN | I | VICE PRESIDENT/SECRETARY | C | Control |
| BROUGHTON, ANDREA, LYNN | I | VICE PRESIDENT/SECRETARY | C | Control |
| BROUGHTON, ANDREA, LYNN | I | VICE PRESIDENT/SECRETARY | C | Control |
| BROUGHTON, ANDREA, LYNN | I | VICE PRESIDENT/SECRETARY | C | Control |
| BROUGHTON, ANDREA, LYNN | I | VICE PRESIDENT/SECRETARY | C | Control |
| BROUGHTON, ANDREA, LYNN | I | VICE PRESIDENT/SECRETARY | C | Control |
| BROUGHTON, ANDREA, LYNN | I | VICE PRESIDENT/SECRETARY | C | Control |
| BROUGHTON, ANDREA, LYNN | I | VICE PRESIDENT/SECRETARY | C | Control |
| BROUGHTON, ANDREA, LYNN | I | VICE PRESIDENT/SECRETARY | C | Control |
| BROUGHTON, ANDREA, LYNN | I | VICE PRESIDENT/SECRETARY | C | Control |
| BROUGHTON, ANDREA, LYNN | I | VICE PRESIDENT/SECRETARY | C | Control |
| BROUGHTON, ANDREA, LYNN | I | VICE PRESIDENT/SECRETARY | C | Control |
| BROUGHTON, ANDREA, LYNN | I | VICE PRESIDENT/SECRETARY | C | Control |
| BROUGHTON, ANDREA, LYNN | I | VICE PRESIDENT/SECRETARY | C | Control |
| BROUGHTON, ANDREA, LYNN | I | VICE PRESIDENT/SECRETARY | C | Control |
| BROUGHTON, ANDREA, LYNN | I | VICE PRESIDENT/SECRETARY | C | Control |
| BROUGHTON, ANDREA, LYNN | I | CHIEF EXECUTIVE OFFICER / PARTNER (04/2005) | C | Control |
| BROUGHTON, ANDREA, LYNN | I | CHIEF EXECUTIVE OFFICER / PARTNER (04/2005) | C | Control |
| BROUGHTON, ANDREA, LYNN | I | CHIEF EXECUTIVE OFFICER / PARTNER (04/2005) | C | Control |
| BROUGHTON, ANDREA, LYNN | I | CHIEF EXECUTIVE OFFICER / PARTNER (04/2005) | C | Control |
| BROUGHTON, ANDREA, LYNN | I | CHIEF EXECUTIVE OFFICER / PARTNER (04/2005) | C | Control |
| BROUGHTON, ANDREA, LYNN | I | CHIEF EXECUTIVE OFFICER / PARTNER (04/2005) | C | Control |
| BROUGHTON, ANDREA, LYNN | I | CHIEF EXECUTIVE OFFICER / PARTNER (04/2005) | C | Control |
| BROUGHTON, ANDREA, LYNN | I | CHIEF EXECUTIVE OFFICER / PARTNER (04/2005) | C | Control |
| KING, JOHN, KEVIN | I | PRESIDENT | C | Control |
| KING, JOHN, KEVIN | I | PRESIDENT | C | Control |
| KING, JOHN, KEVIN | I | PRESIDENT | C | Control |
| KING, JOHN, KEVIN | I | PRESIDENT | C | Control |
| KING, JOHN, KEVIN | I | PRESIDENT | C | Control |
| KING, JOHN, KEVIN | I | PRESIDENT | C | Control |
| KING, JOHN, KEVIN | I | PRESIDENT | C | Control |
| STUMPF, STEPHANIE, FELTS | I | DIRECTOR / PARTNER (12/2017) | C | Control |
| STUMPF, STEPHANIE, FELTS | I | DIRECTOR / PARTNER (12/2017) | C | Control |
| STUMPF, STEPHANIE, FELTS | I | DIRECTOR / PARTNER (12/2017) | C | Control |
| STUMPF, STEPHANIE, FELTS | I | DIRECTOR / PARTNER (12/2017) | C | Control |
| STUMPF, STEPHANIE, FELTS | I | DIRECTOR / PARTNER (12/2017) | C | Control |
| STUMPF, STEPHANIE, FELTS | I | DIRECTOR / PARTNER (12/2017) | C | Control |
| STUMPF, STEPHANIE, FELTS | I | DIRECTOR / PARTNER (12/2017) | C | Control |
| BROUGHTON, ANDREA, LYNN | I | VICE PRESIDENT/SECRETARY | B | Control |
| BROUGHTON, ANDREA, LYNN | I | VICE PRESIDENT/SECRETARY | B | Control |
| BROUGHTON, ANDREA, LYNN | I | VICE PRESIDENT/SECRETARY | B | Control |
| SIX, CONNIE, WILLIAMSON | I | VICE PRESIDENT/TREASURER/CHIEF COMPLIANCE OFFICER | B | Control |
| SIX, CONNIE, WILLIAMSON | I | VICE PRESIDENT/TREASURER/CHIEF COMPLIANCE OFFICER | B | Control |
| SIX, CONNIE, WILLIAMSON | I | VICE PRESIDENT/TREASURER/CHIEF COMPLIANCE OFFICER | B | Control |
| STUMPF, STEPHANIE, FELTS | I | DIRECTOR / CHIEF COMPLIANCE OFFICER / PARTNER (12/2017) | B | |
| STUMPF, STEPHANIE, FELTS | I | DIRECTOR / CHIEF COMPLIANCE OFFICER / PARTNER (12/2017) | B | |
| STUMPF, STEPHANIE, FELTS | I | DIRECTOR / CHIEF COMPLIANCE OFFICER / PARTNER (12/2017) | B | |
| STUMPF, STEPHANIE, FELTS | I | DIRECTOR / CHIEF COMPLIANCE OFFICER / PARTNER (12/2017) | B | Control |
| STUMPF, STEPHANIE, FELTS | I | DIRECTOR / CHIEF COMPLIANCE OFFICER / PARTNER (12/2017) | B | Control |
| STUMPF, STEPHANIE, FELTS | I | DIRECTOR / CHIEF COMPLIANCE OFFICER / PARTNER (12/2017) | B | Control |
| STUMPF, STEPHANIE, FELTS | I | DIRECTOR / CHIEF COMPLIANCE OFFICER / PARTNER (12/2017) | B | Control |
| STUMPF, STEPHANIE, FELTS | I | DIRECTOR / CHIEF COMPLIANCE OFFICER / PARTNER (12/2017) | B | Control |
| CRAIGHILL, CLAIRE, ELAINE | I | DIRECTOR / PARTNER (12/2017) | A | |
| CRAIGHILL, CLAIRE, ELAINE | I | DIRECTOR / PARTNER (12/2017) | A | |
| CRAIGHILL, CLAIRE, ELAINE | I | DIRECTOR / PARTNER (12/2017) | A | |
| CRAIGHILL, CLAIRE, ELAINE | I | DIRECTOR / PARTNER (12/2017) | A | |
| CRAIGHILL, CLAIRE, ELAINE | I | DIRECTOR / PARTNER (12/2017) | A | |
| CRAIGHILL, CLAIRE, ELAINE | I | DIRECTOR / PARTNER (12/2017) | A | |
| CRAIGHILL, CLAIRE, ELAINE | I | DIRECTOR / PARTNER (12/2017) | A | |
| CRAIGHILL, CLAIRE, ELAINE | I | DIRECTOR / PARTNER (12/2017) | A | |
| CRAIGHILL, CLAIRE, ELAINE | I | DIRECTOR / PARTNER (12/2017) | A | |
| CRAIGHILL, CLAIRE, ELAINE | I | DIRECTOR / PARTNER (12/2017) | A | Control |
| CRAIGHILL, CLAIRE, ELAINE | I | DIRECTOR / PARTNER (12/2017) | A | Control |
| CRAIGHILL, CLAIRE, ELAINE | I | DIRECTOR / PARTNER (12/2017) | A | Control |
| CRAIGHILL, CLAIRE, ELAINE | I | DIRECTOR / PARTNER (12/2017) | A | Control |
| CRAIGHILL, CLAIRE, ELAINE | I | DIRECTOR / PARTNER (12/2017) | A | Control |
| CRAIGHILL, CLAIRE, ELAINE | I | DIRECTOR / PARTNER (12/2017) | A | Control |
| CRAIGHILL, CLAIRE, ELAINE | I | DIRECTOR / PARTNER (12/2017) | A | Control |
| CRAIGHILL, CLAIRE, ELAINE | I | DIRECTOR / PARTNER (12/2017) | A | Control |
| CRAIGHILL, CLAIRE, ELAINE | I | DIRECTOR / PARTNER (12/2017) | A | Control |
| CRAIGHILL, CLAIRE, ELAINE | I | DIRECTOR / PARTNER (12/2017) | A | Control |
| CRAIGHILL, CLAIRE, ELAINE | I | DIRECTOR / PARTNER (12/2017) | A | Control |
| CRAIGHILL, CLAIRE, ELAINE | I | DIRECTOR / PARTNER (12/2017) | A | Control |
| STUMPF, STEPHANIE, FELTS | I | DIRECTOR / CHIEF COMPLIANCE OFFICER / PARTNER (12/2017) | A | |
| STUMPF, STEPHANIE, FELTS | I | DIRECTOR / CHIEF COMPLIANCE OFFICER / PARTNER (12/2017) | A | |
| STUMPF, STEPHANIE, FELTS | I | DIRECTOR / CHIEF COMPLIANCE OFFICER / PARTNER (12/2017) | A | |
| STUMPF, STEPHANIE, FELTS | I | DIRECTOR / CHIEF COMPLIANCE OFFICER / PARTNER (12/2017) | A | |
| STUMPF, STEPHANIE, FELTS | I | DIRECTOR / CHIEF COMPLIANCE OFFICER / PARTNER (12/2017) | A | |
| STUMPF, STEPHANIE, FELTS | I | DIRECTOR / CHIEF COMPLIANCE OFFICER / PARTNER (12/2017) | A | |
| WILLIAMS, JOHN, CONSTANTINE | I | SENIOR TAX ADVISOR | A | |
| WILLIAMS, JOHN, CONSTANTINE | I | SENIOR TAX ADVISOR | A | |
| WILLIAMS, JOHN, CONSTANTINE | I | SENIOR TAX ADVISOR | A | |
| WILLIAMS, JOHN, CONSTANTINE | I | SENIOR TAX ADVISOR / PARTNER | A | |
| WILLIAMS, JOHN, CONSTANTINE | I | SENIOR TAX ADVISOR / PARTNER | A | |
| WILLIAMS, JOHN, CONSTANTINE | I | SENIOR TAX ADVISOR / PARTNER | A | |
| WILLIAMS, JOHN, CONSTANTINE | I | SENIOR TAX ADVISOR / PARTNER | A | |
| WILLIAMS, JOHN, CONSTANTINE | I | SENIOR TAX ADVISOR / PARTNER | A | |
| WILLIAMS, JOHN, CONSTANTINE | I | SENIOR TAX ADVISOR / PARTNER | A | |
| WILLIAMS, JOHN, CONSTANTINE | I | SENIOR TAX ADVISOR / PARTNER | A | |
| WILLIAMS, JOHN, CONSTANTINE | I | SENIOR TAX ADVISOR / PARTNER | A | |
| WILLIAMS, JOHN, CONSTANTINE | I | SENIOR TAX ADVISOR / PARTNER | A | |
| WILLIAMS, JOHN, CONSTANTINE | I | SENIOR TAX ADVISOR / PARTNER | A |
Registrations
Federal
IA
Mar 14, 2025 REGISTERED
Notice Filings (9)
DE FL MA MD NC TN TX VA WV
Address
1001 HAXALL POINTSUITE 705
RICHMOND, VA 23219
United States
Phone: 804-237-1700