Bhk Securities, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Birmingham, AL. Its latest Form ADV filing, dated March 26, 2026, reports $128M in regulatory assets under management, 8 employees, and 184 accounts.
Assets Under Management
$128M
Employees
8
Offices
--
Total Clients
103
Primary office
BIRMINGHAM, AL
2200 LAKESHORE DRIVE, SUITE 250, BIRMINGHAM, AL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Commissions
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 59.2% of total clients.
Top client categories% of clientsClients
1
HNWI
59.2%
61
2
Individuals
40.8%
42
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$128Mas of March 26, 2026
Discretionary42.6%
$55M
43% of total RAUM42.6%
Non-discretionary57.4%
$74M
57% of total RAUM57.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$128M
Total Accounts184
10Y AUM Change$-87M (-40.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee13:1
10Y Employee Change-2 (-20.0%)
* 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.