← Back to searchVisit website
NBZ INVESTMENT ADVISORS, LLC
CRD 123902 · SEC 801-62087
6322 DEANE HILL DRIVE, KNOXVILLE, TN, 37919, United States
Phone
865.584.1184
Fax
865.558.6192
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$431.2M
Discretionary AUM
$431.2M
Team
7 total employees; 4 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 84 | $20.2M |
| High net worth individuals | 114 | $410.6M |
| Pension/profit sharing plans | 1 | $359K |
States served
GA, TN
All web addresses on file
Official SEC filing: View on IAPD