Lbmc Investment Advisors, LLC
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Overview
Lbmc Investment Advisors, LLC operates as an advisory firm based in Brentwood, Tennessee. The firm has $1.6 billion in assets under management over 1,506 client accounts, making it one of the largest firms in the United States by assets under management (AUM). The company has a small group, including 3 financial advisors. Lbmc Investment Advisors, LLC does not act as a registered broker-dealer, signifying that it cannot buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer firm to do so. Securities are exchangable financial assets such as equities, options and bonds.
Lbmc Investment Advisors, LLC administers most of its accounts on a discretionary basis. Discretionary management means that an investment advisor makes buy and sell decisions for the client's account without requiring client permission. It also oversees 10 non-discretionary accounts totaling $13.1 million in assets under management. Lbmc Investment Advisors, LLC manages roughly $1.1 million in assets for each account. An average financial advisor at Lbmc Investment Advisors, LLC manages around 502 client accounts.
Lbmc Investment Advisors, LLC's headquarters is at 201 Franklin Road, Brentwood, Tennessee 37027. The firm is allowed to provide services to investors across 9 states, including Alabama, California, Florida, Georgia, Kentucky, Louisiana, Mississippi, Tennessee and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Lbmc Investment Advisors, LLC by the Numbers
$1.6 billion
9
1,506
$1.1 million
Products and Services
Financial services provided by Lbmc Investment Advisors, LLC include portfolio management for individuals and small businesses and selection of other advisers. Notably, Lbmc Investment Advisors, LLC did not provide financial planning services to any of its customers in the previous financial year. The firm is not involved in selling products or offering services aside from investment advice to its investment advisory accounts. The company is also affiliated with one or more other companies in the financial services industry, including with an accountant or accounting firm.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial advisory services are based on the type of services provided. However, fee types billed by the company most likely include any combination of the following fee types: asset-based or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Lbmc Investment Advisors, LLC manages money for a broad range of clients. The firm works with retail investors, high net worth investors, pension plans, charitable organizations and corporations. Out of its 1,506 accounts, Lbmc Investment Advisors, LLC's largest client group by number of accounts is high net worth investors, though it also caters to 251 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 under management or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's accounts are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 50.1%
- Other Individuals - 46.31%
- Corporations - 2.59%
- Charitable Organizations - 1%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Lbmc Investment Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Lbmc Investment Advisors, LLC
Brentwood, TN
Brentwood, TN
Brentwood, TN
Brentwood, TN
Brentwood, TN
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