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BHK INVESTMENT ADVISORS
BHK INVESTMENT ADVISORS, LLC
CRD 140515 · SEC 801-66669
2200 LAKESHORE DRIVE, SUITE 250, BIRMINGHAM, AL, 35209-8803, United States
Phone
205-322-2025
Fax
205-322-9025
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$794.1M
Discretionary AUM
$376.1M
Team
9 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-27
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 123 | $49.9M |
| High net worth individuals | 181 | $433.8M |
| Pension/profit sharing plans | 11 | $199.7M |
| Corporations/business entities | 13 | $110.7M |
States served
AL, GA, LA, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD