TBH GLOBAL ASSET MANAGEMENT, LLC

RIASEC RegisteredEst. 2008
Total AUM
$1.5B
Discretionary
$1.4B
97% of AUM
Avg account
$397K
Accounts
3,735
Employees
22
Advisory reps
13

Firm details

Headquarters
BRENTWOOD, Tennessee
CRD number
145536
Registered since
January 2, 2008
Website
tbhadvisors.com
Custodians
NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI89.94%
  • Individuals7.56%
  • Corporations / Businesses2.5%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

TBH Global Asset Management, LLC is an independent registered investment adviser formed in 2008 and organized as an LLC. The firm describes itself as a capital allocator serving individuals, families and institutional clients. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions and businesses, pension consulting, and selection-of-other-advisers work. Fee arrangements include AUM-based fees as well as hourly and fixed-fee engagements. The firm is not positioned as an ESG-focused manager. TBH Global received recognition from Citywire in 2022, appearing in the "50 Growers Across America" list.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 60%, Exchange Traded Equities 24%, Cash & Cash Equivalents 10%, State & Local Bonds 3%, US Government Bonds 2%, Investment Grade Corp Bonds 1%60%
  • Public Funds/Mutual Funds60%
  • Exchange Traded Equities24%
  • Cash & Cash Equivalents10%
  • State & Local Bonds3%
  • US Government Bonds2%

Owners & executives

1 of 1

  • JONES WARF

    Chief Compliance OfficerCRD 4055382

Contacts

3 of 12

  • KATHERINE YOHO

    Financial ProfessionalCRD 5299658

  • DAVID SINGER

    PartnerCRD 5648414

  • JOSHUA DAVIS

    Financial AdvisorCRD 6268275

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 128

Active vs passive

$247M in ETFs

Passive

67%

$167M

Active

25%

$80.6M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$25M38,08510.11%
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Location

Primary office

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
6 Cadillac Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth