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Bhk Investment Advisors, LLC

● SEC registered since 2006CRD 140515SEC# 801-66669Birmingham, AL
Export (members)
Reg. AUM
$794.1M
Employees
9
Accounts
771
Location
Birmingham, AL

Bhk Investment Advisors, LLC assets under management

Bhk Investment Advisors, LLC is a registered investment adviser overseen by the SEC based in Birmingham, AL. The firm has been registered since 2006. It reports $794.1 million in regulatory assets under management and employs 9 people.
www.bhkllc.comView on SEC.gov ↗

Bhk Investment Advisors, LLC owners & executives

6 reported
NameTitleOwnershipSince
Bhk Holdings, LLCManaging MemberOver 75%2005
James Bailey Knight ControlChief Compliance OfficerUnder 5%2005
Meredyth Roberts Hazzard ControlCeo/CfoUnder 5%2005
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Frequently asked questions

How much does Bhk Investment Advisors, LLC manage?

Bhk Investment Advisors, LLC reports $794.1 million in regulatory assets under management on its Form ADV.

How many employees does Bhk Investment Advisors, LLC have?

Bhk Investment Advisors, LLC reports 9 employees.

Where is Bhk Investment Advisors, LLC located?

Bhk Investment Advisors, LLC is based in Birmingham, AL and has been SEC-registered since 2006.

Does Bhk Investment Advisors, LLC disclose fund performance?

Bhk Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2200 Lakeshore Drive, Suite 250, Birmingham, AL 35209-8803
Phone205-322-2025
Fax205-322-9025
Office hours8 a.m. - 5 p.m.
SEC regionAtlanta Regional Office (ARO)
CIK1710539
Discloses disciplinary historyYes

Regulatory AUM

$794.1M▲ 5%
Mar '25 — $755.8MApr '25 — $755.8MMay '25 — $755.8MJun '25 — $755.8MJul '25 — $755.8MAug '25 — $755.8MSep '25 — $755.8MOct '25 — $755.8MNov '25 — $755.8MDec '25 — $755.8MJan '26 — $755.8MFeb '26 — $755.8MMar '26 — $794.1MApr '26 — $794.1MMay '26 — $794.1MJun '26 — $794.1M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 38%
Larger than 62% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers

Assets under management

$794.1Mregulatory AUM
Discretionary $376.1MNon-discretionary $418M