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LBMC INVESTMENT ADVISORS, LLC
LBMC INVESTMENT ADVISORS LLC
CRD 108943 · SEC 801-55589
201 FRANKLIN ROAD, SUITE 400, BRENTWOOD, TN, 37027, United States
Phone
615-377-4603
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.23B
Discretionary AUM
$2.23B
Team
8 total employees; 3 advisory reps; 5 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 200 | $68.5M |
| High net worth individuals | 285 | $2.11B |
| Charitable organizations | 7 | $11.5M |
| Corporations/business entities | 21 | $38.3M |
States served
AL, GA, KY, LA, MS, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD