Overview
Assets Under Management: $1.3 billion
Headquarters: BRENTWOOD, TN
High-Net-Worth Clients: 363
Average Client Assets: $3 million
Frequently Asked Questions
TBH GLOBAL ASSET MANAGEMENT, 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 #145536), TBH GLOBAL ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
TBH GLOBAL ASSET MANAGEMENT, LLC is headquartered in BRENTWOOD, TN.
TBH GLOBAL ASSET MANAGEMENT, LLC serves 363 high-net-worth clients according to their SEC filing dated March 20, 2025. View client details ↓
According to their SEC Form ADV, TBH GLOBAL ASSET MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
TBH GLOBAL ASSET MANAGEMENT, LLC manages $1.3 billion in client assets according to their SEC filing dated March 20, 2025.
According to their SEC Form ADV, TBH GLOBAL ASSET MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 363
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.34
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 3,627
Discretionary Accounts: 3,617
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 145536
Filing ID: 1958519
Last Filing Date: 2025-03-20 13:11:00
Website: https://tbhglobalasset.com