PPrivate Fund Data Log in Join · $37/mo

Bhk Securities, LLC

● SEC registered since 2006CRD 139665SEC# 801-67198Birmingham, AL
Export (members)
Reg. AUM
$133.8M
Employees
8
Accounts
191
Location
Birmingham, AL

Bhk Securities, LLC assets under management

Bhk Securities, LLC is an investment advisory firm registered with the SEC based in Birmingham, AL. The firm has been registered since 2006. It reports $133.8 million in regulatory assets under management and employs 8 people.

Bhk Securities, LLC owners & executives

6 reported
NameTitleOwnershipSince
Bhk Holdings, LLCManaging MemberOver 75%2005
James Bailey Knight ControlChief Compliance Officer / Srop / CropUnder 5%2005
Meredyth Roberts Hazzard ControlCeo / Finop / Pfo / PooUnder 5%2018
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Bhk Securities, LLC manage?

Bhk Securities, LLC reports $133.8 million in regulatory assets under management on its Form ADV.

How many employees does Bhk Securities, LLC have?

Bhk Securities, LLC reports 8 employees.

Where is Bhk Securities, LLC located?

Bhk Securities, LLC is based in Birmingham, AL and has been SEC-registered since 2006.

Does Bhk Securities, LLC disclose fund performance?

Bhk Securities, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2200 Lakeshore Drive, Suite 250, Birmingham, AL 35209-8803
Phone205-322-2025
Fax205-322-9025
Office hours8-5p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyYes

Assets under management

Discretionary$56.5M
Non-discretionary$77.3M
Total (RAUM)$133.8M