B Hive Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$565,595
Clients
3
Advisors
1
of 1 employees
About
B Hive Financial provides discretionary asset management and financial planning and consulting services to individuals, high‑net‑worth individuals, and small‑ and medium‑sized business entities. As of December 31, 2025 the firm reports approximately $670,238 in discretionary assets across three client accounts and charges asset‑based fees for portfolio management while offering hourly or fixed fees for financial planning.
Investment programs are tailored to client goals, time horizons and risk tolerance, with the firm operating under discretionary trading authority while allowing clients to impose written investment restrictions. The firm describes use of fundamental, technical and charting analysis and implements strategies ranging from long‑ and short‑term holdings to options strategies, with quarterly account reviews and periodic rebalancing or tax‑loss harvesting.
Notable departures from many peers include an affiliation with real estate brokerage activity — the firm’s supervised person holds a real estate broker license and conducts real estate business outside the advisory practice — and an explicit disclosure that there will be no crossover clients. The firm also states it serves corporate or business clients as well as individuals, a client mix that is less common among independent advisers and may require integrating business‑focused planning into its investment and consulting work.
Client services
Expertise
Occupation focus
Fee options
Flat fees ranging from $200 to $2,000 based on complexity for financial planning
$0 - $1,000,000: 1.75% annually $1,000,000.01 - $3,000,000: 1.22% annually $3,000,000.01 - $5,000,000: 1.15% annually $5,000,000.01+: 1.00% annually
$250 per hour
Fee-only: Hourly fee of $250 per hour for financial planning services; Fixed fee between $200 and $2,000 for ongoing financial planning services
Main office
Williamsburg VA
Advisors at this office
1
Most active in
Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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