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LBMC INVESTMENT ADVISORS, LLC

201 Franklin Road
Suite 400
Brentwood, Tennessee 37027
Tel: 615-377-4603

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About LBMC INVESTMENT ADVISORS, LLC

LBMC INVESTMENT ADVISORS, LLC, formally registered with the SEC as LBMC INVESTMENT ADVISORS, LLC. The firm was established in 05/26/1998. They have over 5 offices throughout the country.

LBMC INVESTMENT ADVISORS, LLC is a Brentwood, Tennessee based Financial Planning firm with nearly $1,953,855,930 assets under management, offering retirement planning & investment advisory services to 1655 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#108943
SEC#801-55589
Assets Managed by Firm$1,953,855,930
No. of Clients1655
No. of Advisors8

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Other (CONSULTING SERVICES)

Firm Client Information

No. of ClientsAUM
Firm Total1655$1,953,855,930
Individuals (other than high net worth individuals)242$277,881,575
High net worth individuals232$1,626,153,140
Pension and profit sharing plansFewer than 5 clients$241
Charitable organizations7$11,944,188
Corporations or other businesses10$37,876,786

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