BURKE&HERBERT FINL SERVICES is the bank holding company. BURKE & HERBERT BANK & TRUST COMPANY is the primary bank charter regulated by the FDIC. CRA exams are conducted at the charter level, not the holding company level.

FHD

BURKE&HERBERT FINL SERVICES

Legal name: BURKE & HERBERT FINANCIAL SERVICES CORP.

1 active bank · $7.9B combined assets

RSSD ID: 5756704 (FFIEC NIC)

Combined Assets

$7.9B

CRA Rating Summary

Satisfactory1charter

Across all 12 exams on record for this holding company's charters, 100% resulted in Outstanding or Satisfactory.

Primary bankBURKE & HERBERT BANK & TRUST COMPANYALEXANDRIA, VASatisfactory$7.9BView profile →

At a Glance

Dominant CRA Rating

Satisfactory

1 of 1 bank · Meets expectations for community lending

Combined Assets

$7.9B

1 active bank

Financial Summary

FDIC Call Reports

Aggregated from the most recent call report filings for all active charters.

Total Deposits

$6.3B

Net Income

$32M

ROA (avg)

1.6%

asset-weighted avg

Mortgage Lending (HMDA)

CFPB · 2024Lender rankings →

Aggregated HMDA data across all active charters for 2024.

Applications

722

Origination Rate

66.48%

Denial Rate

12.6%

Active Bank Charters1

Each charter is examined independently for CRA compliance.

Charter	Location	Regulator	Assets	Ownership	Current Rating	Exam Date
BURKE & HERBERT BANK & TRUST COMPANY	ALEXANDRIA, VA	FDIC	$7.9B	100.0%	Satisfactory	Nov 2023

CRA (Community Reinvestment Act) exams are conducted per charter, not per holding company. Asset figures are from the most recent FDIC call report.