Overview
Assets Under Management: $2.0 billion
Headquarters: BRENTWOOD, TN
High-Net-Worth Clients: 232
Average Client Assets: $7 million
Frequently Asked Questions
LBMC INVESTMENT ADVISORS 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 #108943), LBMC INVESTMENT ADVISORS LLC is subject to fiduciary duty under federal law.
LBMC INVESTMENT ADVISORS LLC is headquartered in BRENTWOOD, TN.
LBMC INVESTMENT ADVISORS LLC serves 232 high-net-worth clients according to their SEC filing dated January 29, 2025. View client details ↓
According to their SEC Form ADV, LBMC INVESTMENT ADVISORS LLC offers portfolio management for individuals. View all service details ↓
LBMC INVESTMENT ADVISORS LLC manages $2.0 billion in client assets according to their SEC filing dated January 29, 2025.
According to their SEC Form ADV, LBMC INVESTMENT ADVISORS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 232
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.23
Average High-Net-Worth Client Assets: $7 million
Total Client Accounts: 1,655
Discretionary Accounts: 1,655
Regulatory Filings
CRD Number: 108943
Last Filing Date: 2025-01-29 00:00:00
Website: https://lbmc.com