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

Advisory reps

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, SEC-registered RIA formed in 2008 and organized as a limited liability company. The firm serves both individual/family and institutional clients and acts as a capital allocator, directing capital to third‑party managers in addition to managing portfolios directly. Its stated advisory services include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions, selection of other advisers, and pension consulting services, while filings indicate it is not designated as a pension consultant. Fee arrangements are a mix of percentage‑of‑AUM, hourly charges, and fixed fees. The firm reports it is not an active ESG investor and does not identify as a multi‑state adviser. TBH Global received a Citywire mention in 2022 in the "50 Growers Across America" listing.