Overview
Assets Under Management: $128 million
Headquarters: BIRMINGHAM, AL
High-Net-Worth Clients: 61
Average Client Assets: $1.8 million
Frequently Asked Questions
BHK SECURITIES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #139665), BHK SECURITIES, LLC is subject to fiduciary duty under federal law.
BHK SECURITIES, LLC is headquartered in BIRMINGHAM, AL.
BHK SECURITIES, LLC serves 61 high-net-worth clients according to their SEC filing dated March 26, 2026. View client details ↓
According to their SEC Form ADV, BHK SECURITIES, LLC offers portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
BHK SECURITIES, LLC manages $128 million in client assets according to their SEC filing dated March 26, 2026.
According to their SEC Form ADV, BHK SECURITIES, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 61
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.72%
Average Client Assets: $1.8 million
Total Client Accounts: 184
Discretionary Accounts: 63
Non-Discretionary Accounts: 121
Regulatory Filings
CRD Number: 139665
Filing ID: 2064357
Last Filing Date: 2026-03-26 12:07:23