Bhk Investment Advisors 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 April 27, 2026, reports $794M in regulatory assets under management, 9 employees, and 771 accounts.
Assets Under Management
$794M
Employees
9
Offices
--
Total Clients
328
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
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 55.2% of total clients.
Top client categories% of clientsClients
1
HNWI
55.2%
181
2
Individuals
37.5%
123
3
Corporations
4.0%
13
4
Pension Plans
3.4%
11
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$794Mas of April 27, 2026
Discretionary47.4%
$376M
47% of total RAUM47.4%
Non-discretionary52.6%
$418M
53% of total RAUM52.6%
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$794M
Total Accounts771
10Y AUM Change+$403M (+103.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee36:1
10Y Employee Change0 (0.0%)
* 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.