LBMC INVESTMENT ADVISORS, LLC
Firm details
- Headquarters
- BRENTWOOD, Tennessee
- CRD number
- 108943
- Registered since
- May 26, 1998
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI94.69%
- Individuals3.08%
- Corporations / Businesses1.72%
- Charitable Organizations0.52%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Lbmc Investment Advisors, LLC is an independent, SEC-registered registered investment adviser that has been operating since 1998. The firm serves both individual/family and institutional clients and describes itself as a capital allocator, using an advisory model that includes portfolio management for individuals and small businesses. Its fee arrangements include both percentage-of-AUM and fixed-fee structures. The adviser is not an active ESG investor, does not act as a pension consultant, and is not a multi-state adviser. The firm lists an accountant among its industry affiliations and was recognized on FA Magazine’s Top RIA Firms list in 2020.
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
- Exchange Traded Equities66%
- State & Local Bonds10%
- Cash & Cash Equivalents6%
- US Government Bonds5%
- Non-Exchange Traded Equities4%
Owners & executives
1 of 1TRACY HILL
Chief Compliance OfficerCRD 2561450
Contacts
3 of 6Thomas Hatfield
Investment AnalystCRD 6810733
DEREK BLAND
Partner, Investment AdvisorCRD 4910595
JOHN LITCHFIELD
PresidentCRD 6618745
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 132Active vs passive
$1.8B in ETFs
97%
$1.7B
<1%
$61.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $275M | 420,340 | 15.65% |
Location
BRENTWOOD, TN
WILLIAMSON
Location
BRENTWOOD, TN
Headquartered in BRENTWOOD, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.
- Metro area
- Nashville-Davidson--Murfreesboro, TN
- Region
- South
- County
- WILLIAMSON
- Address
- 201 Franklin Rd
- Time zone
- CT (UTC-6)
- Office locations
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