| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew St. John Reid | Investment Advisor, Shareholder As Of 12/2019 Director As Of 01/2025 | Under 5% | 2019 |
| David Kenneth Morgan Control | Director Since 01/1998, Secretary As Of 1/1/2025 | Under 5% | 1998 |
| Derek Christopher Bland | Investment Advisor, Shareholder As Of 12/2014 Director As Of 01/2025 | 10-25% | 2014 |
Lbmc Investment Advisors LLC reports $2 billion in regulatory assets under management on its Form ADV.
Lbmc Investment Advisors LLC reports 8 employees.
Lbmc Investment Advisors LLC is based in Brentwood, TN and has been SEC-registered since 1998.
Lbmc Investment Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 201 Franklin Road, Suite 400, Brentwood, TN 37027 |
| Phone | 615-377-4603 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1062221 |
| Discloses disciplinary history | No |
| Discretionary | $1.95B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.95B |