BHK INVESTMENT ADVISORS
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
FINTRXOverview
BHK Investment Advisors is a limited liability company that has been SEC-registered since 2006 and operates as a capital allocator for both individual/family and institutional clients. The firm bills clients through a mix of asset-based fees and fixed fees, and it performs advisory work across individual and small-business portfolio management, institutional and business portfolio management, pension consulting, and selection of other advisers. BHK also functions operationally as a registered representative of a broker-dealer and as an insurance broker. It does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds52%
- Exchange Traded Equities41%
- Cash & Cash Equivalents6%
- Private Funds1%
Contacts
3 of 5Michael Blair
Investment Advisor RepresentativeCRD 6616534
JAMES KNIGHT
PartnerCRD 2787109
MEREDYTH HAZZARD
Investment Manager Research AnalystCRD 1427196
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 38Active vs passive
$253M in ETFs
86%
$218M
4%
$35.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MEGA CAP VALUE INDEX FUND (MGV) | Vanguard | Passive | Large Value | $32M | 220,541 | 12.61% |
Location
Birmingham, AL
JEFFERSON
Location
Birmingham, AL
Headquartered in Birmingham, AL, anchoring the Birmingham-Hoover-Talladega, AL metro in the South.
- Metro area
- Birmingham-Hoover-Talladega, AL
- Region
- South
- County
- JEFFERSON
- Address
- 2200 Lakeshore Dr
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
PORTER WHITE INVESTMENT ADVISORS, INC.
RIABirmingham, AL
OAKWORTH ASSET MANAGEMENT, LLC
RIABirmingham, AL
BMSS WESSON WEALTH SOLUTIONS
RIABirmingham, AL
ONEASCENT INVESTMENT SOLUTIONS, LLC
RIABirmingham, AL
ANDERSON GROWTH PARTNERS, LLC
RIABirmingham, AL
PARK LANE ADVISORS, LLC
RIABirmingham, AL