BHK Investment Advisors

RIASEC RegisteredEst. 2006

Total AUM

$794M

Discretionary

$376M

47% of AUM

Avg account

$1M

Accounts

771

Employees

Advisory reps

Firm details

Headquarters: Birmingham, Alabama
CRD number: 140515
Registered since: May 17, 2006
Website: www.bhkllc.com
Custodians: CHARLES SCHWAB & CO., INC., WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI54.63%
Pension & Profit Sharing Plans25.15%
Corporations / Businesses13.94%
Individuals6.28%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

BHK Investment Advisors is a limited liability company that has been SEC-registered since 2006 and operates as a non-independent retail RIA. The firm functions as a capital allocator for both individual/family and institutional clients and combines advisory services with brokerage and insurance distribution—its business activities include acting as a registered representative of a broker‑dealer and as an insurance broker. Fee arrangements include percentage-of-AUM and fixed fees. Advisory capabilities listed include portfolio management for individuals, small businesses and institutions, selection of other advisers, and pension consulting services. The firm does not position itself as an active ESG investor and is not registered as a multi-state adviser.