PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Nbz Investment Advisors, LLC

● SEC registered since 2003CRD 123902SEC# 801-62087Knoxville, TN
Export (members)
Reg. AUM
$431.2M
Employees
7
Accounts
529
Location
Knoxville, TN

Nbz Investment Advisors, LLC assets under management

Nbz Investment Advisors, LLC operates as an SEC-registered investment adviser based in Knoxville, TN. The firm has been registered since 2003. It reports $431.2 million in regulatory assets under management and employs 7 people.

Nbz Investment Advisors, LLC owners & executives

7 reported
NameTitleOwnershipSince
Bradley Edward StooksburyOwner10-25%2021
Bradley James HastonOwnerUnder 5%2025
Kimberly Michelle PetersOwner10-25%2021
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Nbz Investment Advisors, LLC manage?

Nbz Investment Advisors, LLC reports $431.2 million in regulatory assets under management on its Form ADV.

How many employees does Nbz Investment Advisors, LLC have?

Nbz Investment Advisors, LLC reports 7 employees.

Where is Nbz Investment Advisors, LLC located?

Nbz Investment Advisors, LLC is based in Knoxville, TN and has been SEC-registered since 2003.

Does Nbz Investment Advisors, LLC disclose fund performance?

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

Contact & registration

Address6322 Deane Hill Drive, Knoxville, TN 37919
Phone865.584.1184
Fax865.558.6192
Office hours8:00 a.m. - 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Regulatory AUM

$431.2M▲ 16%
Mar '25 — $370.8MApr '25 — $370.8MMay '25 — $370.8MJun '25 — $370.8MJul '25 — $370.8MAug '25 — $370.8MSep '25 — $370.8MOct '25 — $370.8MNov '25 — $370.8MDec '25 — $370.8MJan '26 — $370.8MFeb '26 — $370.8MMar '26 — $431.2MApr '26 — $431.2MMay '26 — $431.2MJun '26 — $431.2M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers

Assets under management

$431.2Mregulatory AUM
Discretionary $431.2M