Lbmc Investment Advisors LLC is a large advisory firm based in Brentwood. It manages $1.06 billion of regulatory assets for 1,104 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Florida, Georgia, and 5 other states.
Lbmc Investment Advisors provides portfolio management for individuals and small businesses and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Lbmc Investment Advisors LLC is $1.06 billion. The firm's AUM has grown by 1660% since the beginning of its operation, and $1.46 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Lbmc Investment Advisors LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Lbmc Investment Advisors is high net worth individuals with 200 clients and $967.37 million of assets under management. Among the 8 most similar advisory firms, Lbmc Investment Advisors has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $1.04 billion for 374 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Lbmc Investment Advisors doesn't advise any private funds.
The company employs 8 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 6 employees are registered as investment adviser representatives with the state securities authorities.
There are 3 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Lbmc Investment Advisors LLC performs its advisory services is located at 201 Franklin Road, Brentwood, TN 37027 The mailing address of the firm is P.O. Box 1869, Brentwood, TN 37024 1869. An additional office of the firm is in Chattanooga, TN. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 615-377-4603 or by fax 615-309-2686. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at lbmc.com/.