Lbmc Investment Advisors LLC
● SEC registered since 1998CRD 108943SEC# 801-55589Brentwood, TN
Reg. AUM
$2.23B
Employees
8
Accounts
1,667
Location
Brentwood, TN
Lbmc Investment Advisors LLC assets under management
Lbmc Investment Advisors LLC is a registered investment adviser overseen by the SEC based in Brentwood, TN. The firm has been registered since 1998. It reports $2.2 billion in regulatory assets under management and employs 8 people.
Lbmc Investment Advisors LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew St. John Reid | Investment Advisor, Shareholder As Of 12/2019 Director As Of 01/2025 | Under 5% | 2019 |
| David Kenneth Morgan Control | Director Since 01/1998, Secretary As Of 1/1/2025 | Under 5% | 1998 |
| Derek Christopher Bland | Investment Advisor, Shareholder As Of 12/2014 Director As Of 01/2025 | 10-25% | 2014 |
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Join to unlock · $37/moFrequently asked questions
How much does Lbmc Investment Advisors LLC manage?
Lbmc Investment Advisors LLC reports $2.2 billion in regulatory assets under management on its Form ADV.
How many employees does Lbmc Investment Advisors LLC have?
Lbmc Investment Advisors LLC reports 8 employees.
Where is Lbmc Investment Advisors LLC located?
Lbmc Investment Advisors LLC is based in Brentwood, TN and has been SEC-registered since 1998.
Does Lbmc Investment Advisors LLC disclose fund performance?
Lbmc Investment Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 201 Franklin Road, Suite 400, Brentwood, TN 37027 |
| Phone | 615-377-4603 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1062221 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.23B▲ 14%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 21%
Larger than 79% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$2.23Bregulatory AUM
Discretionary $2.23B