Nbz Investment Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Knoxville, TN. Its latest Form ADV filing, dated March 25, 2026, reports $431M in regulatory assets under management, 7 employees, and 529 accounts.
Assets Under Management
$431M
Employees
7
Offices
--
Total Clients
199
Primary office
KNOXVILLE, TN
6322 DEANE HILL DRIVE, KNOXVILLE, TN, United States
Top client segmentHNWI represent 57.3% of total clients.
Top client categories% of clientsClients
1
HNWI
57.3%
114
2
Individuals
42.2%
84
3
Pension Plans
0.5%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$431Mas of March 25, 2026
Discretionary100.0%
$431M
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$431M
Total Accounts529
10Y AUM Change+$261M (+153.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee28:1
10Y Employee Change+2 (+40.0%)
* 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.