Lbmc Investment Advisors, LLC

RIASEC RegisteredEst. 1998
Total AUM
$2.2B
Discretionary
$2.2B
100% of AUM
Avg account
$1.3M
Accounts
1,667
Employees
8
Advisory reps
7

Firm details

Headquarters
Brentwood, Tennessee
CRD number
108943
Registered since
May 26, 1998
Website
www.lbmcinvestmentadvisors.com
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

FINTRX

Overview

Lbmc Investment Advisors, LLC is an independent registered investment adviser organized as an LLC and active since 1998. The firm acts as a capital allocator for both individual/family and institutional clients and offers portfolio management focused on individuals and small businesses. Its fee arrangements include percentage-of-AUM and fixed-fee structures. Lbmc is not positioned as an ESG investor and is not registered as a multi-state or pension consultant adviser. The firm received recognition from FA Magazine as a Top RIA Firm in 2020 and lists an accountant among its industry affiliations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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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: Exchange Traded Equities 66%, State & Local Bonds 10%, Cash & Cash Equivalents 6%, US Government Bonds 5%, Non-Exchange Traded Equities 4%, Investment Grade Corp Bonds 4%, Non-Investment Grade Corp Bonds 4%, Other 1%66%
  • Exchange Traded Equities66%
  • State & Local Bonds10%
  • Cash & Cash Equivalents6%
  • US Government Bonds5%
  • Non-Exchange Traded Equities4%

Owners & executives

1 of 1
  • Tracy Hill

    Tracy Hill

    Chief Compliance OfficerCRD 2561450

Contacts

3 of 6
  • Thomas Hatfield

    Thomas Hatfield

    Investment AnalystCRD 6810733

  • Derek Bland

    Derek Bland

    Partner, Investment AdvisorCRD 4910595

  • John Litchfield

    PresidentCRD 6618745

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 146

Active vs passive

$2B in ETFs

Passive

96%

$1.9B

Active

<1%

$77.1M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$311M415,57115.75%
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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
201 Franklin Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth