Lbmc Investment Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Brentwood, TN. Its latest Form ADV filing, dated March 27, 2026, reports $2.2B in regulatory assets under management, 8 employees, 4 offices, and 1,667 accounts.
Assets Under Management
$2.2B
Employees
8
Offices
4 offices
Total Clients
513
Primary office
BRENTWOOD, TN
201 FRANKLIN ROAD, SUITE 400, BRENTWOOD, TN, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 55.6% of total clients.
Top client categories% of clientsClients
1
HNWI
55.6%
285
2
Individuals
39.0%
200
3
Corporations
4.1%
21
4
Charitable
1.4%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.2Bas of March 27, 2026
Discretionary100.0%
$2.2B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.2B
Total Accounts1,667
10Y AUM Change+$1.2B (+114.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee64:1
10Y Employee Change+1 (+14.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.