Firm profile

TBH GLOBAL ASSET MANAGEMENT, LLC

BRENTWOOD, TNCRD 145536Latest ADV March 23, 2026

Tbh Global Asset Management, 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 23, 2026, reports $1.5B in regulatory assets under management, 22 employees, 5 offices, and 3,735 accounts.

Assets Under Management
$1.5B
Employees
22
Offices
5 offices
Total Clients
1,054
Primary office
BRENTWOOD, TN
6 CADILLAC DR., SUITE 300, BRENTWOOD, TN, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOJones N. Warf

Advisory services offered

5 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 54.2% of total clients.
Top client categories% of clientsClients
1
Individuals
54.2%
571
2
HNWI
40.9%
431
3
Corporations
4.9%
52

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.5Bas of March 23, 2026
Discretionary96.6%
$1.4B
97% of total RAUM96.6%
Non-discretionary3.4%
$50M
3% of total RAUM3.4%
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$1.5B
Total Accounts3,735
10Y AUM Change+$1.1B (+277.9%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees22
Clients per Employee48:1
10Y Employee Change+17 (+340.0%)

* 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.