Inactive Instrument

Company Bank of the James Financial Group, Inc. OTC Bulletin Board

Equities

BOJF

US4702991088

Banks

Business Summary

Bank of the James (the Bank) is a full-service commercial and retail bank. The Bank is a wholly owned subsidiary of Bank of the James Financial Group, Inc. The Bank is engaged in a general retail and commercial banking business. The Bank’s services include personal, business and online banking, loans, and investments. The Bank serves individuals, small and medium-sized businesses and professionals of the Central Virginia area from offices located in Altavista, Amherst, Appomattox, Bedford, Blacksburg, Charlottesville, Forest, Harrisonburg, Lexington, Lynchburg, Madison Heights, Roanoke, Rustburg, and Wytheville. The Bank offers full investment and insurance services through its BOTJ Investment Services division and BOTJ Insurance, Inc. subsidiary. It also provides mortgage loan origination through Bank of the James Mortgage, a division of Bank of the James. It also provides investment advisory services through its wholly owned subsidiary, Pettyjohn, Wood & White, Inc.

Sales per Business

USD in Million2022Weight2023Weight Delta
Community Banking
80.9 %
34 78.6 % 34 80.9 % +2.11%
Investment Advisory Services
9.9 %
4 9.2 % 4 9.9 % +6.74%
Mortgage
9.2 %
5 12.2 % 4 9.2 % -25.08%

Sales per region

USD in Million2022Weight2023Weight Delta
United States
100.0 %
43 100.0 % 43 100.0 % -0.79%

Managers

Managers TitleAgeSince
Chief Executive Officer 61 31/12/03
Chief Operating Officer - -
Director/Board Member 56 31/12/03
Corporate Officer/Principal 58 -
Human Resources Officer - -

Members of the board

Members of the board TitleAgeSince
Director/Board Member 63 15/06/09
Chief Executive Officer 61 31/12/03
Director/Board Member 56 31/12/03
Director/Board Member 67 31/12/04
Chairman 77 -
Director/Board Member 72 31/12/05
Director/Board Member 59 31/12/04
Director/Board Member 66 31/12/06
Director/Board Member 60 31/12/10
Director/Board Member 61 14/09/15

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 4,543,338 3,842,646 ( 84.58 %) 0 84.58 %

Shareholders

NameEquities%Valuation
Pettyjohn, Wood & White, Inc.
5.590 %
253,963 5.590 % 3 M $
Vanguard Global Advisers LLC
4.239 %
192,585 4.239 % 2 M $
CapFinancial Partners LLC
3.281 %
149,064 3.281 % 2 M $
James Daly
2.822 %
128,234 2.822 % 1 M $
125,913 2.771 % 1 M $
120,057 2.642 % 1 M $
100,077 2.203 % 1 M $
Fourthstone LLC
1.632 %
74,166 1.632 % 818 051 $
The Banc Funds Co LLC
1.506 %
68,443 1.506 % 754 926 $
The Banc Funds Co LLC (Private Equity)
1.506 %
68,443 1.506 % 754 926 $

Company contact information

Bank of the James Financial Group, Inc.

828 Main Street

24504, Lynchburg

+

http://www.bankofthejames.com
address Bank of the James Financial Group, Inc.(BOJF)
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