LBMC INVESTMENT ADVISORS, LLC
LBMC INVESTMENT ADVISORS LLC Legal Name
Adviser information for LBMC INVESTMENT ADVISORS, LLC last updated from Form ADV on February 1st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Tennessee, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 4 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,549 | $1.8B |
| Non-Discretionary | 0 | $0 |
| Total | 1,549 | $1.8B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 259 | $109.5M |
| HNW Individuals | 276 | $1.6B |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 1 | $1.7M |
| Charitable organizations | 7 | $14.8M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 10 | $38.4M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 4 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMFixed fees |
Principal Office
201 FRANKLIN ROADSUITE 400
BRENTWOOD
TN
United States
Monday - Friday, 8:00 AM TO 5:00 PM
Tel: 615-377-4603, Fax: None
Chief Compliance Officer
TRACEY HILL
201 FRANKLIN ROAD
SUITE 400
BRENTWOOD
TN
United States
Tel:
615-762-3163
T**********@*******M
(Full email address available in API data)
Regulatory Contact
GREGORY MICHAEL HERMAN
PRESIDENT
201 FRANKLIN ROAD
SUITE 400
BRENTWOOD
TN
United States
Tel:
(615) 309-2386
G**********@*******M
(Full email address available in API data)
Industry Affiliates
| CERTIFIED PUBLIC ACCOUNTANTS | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BLAND, DEREK, CHRISTOPHER | Individual | – | SHAREHOLDER- INVESTMENT ADVISER | 12/2014 | 10-25% |
| MORGAN, DAVID, KENNETH | Individual | – | SECRETARY, DIRECTOR | 01/1998 | < 5% |
| HERMAN, GREGORY, MICHAEL | Individual | – | PRESIDENT, DIRECTOR | 09/2000 | 10-25% |
| LBMC FINANCIAL SERVICES, LLC | Domestic Entity | – | PARENT COMPANY | 01/1998 | 50-75% |
| LITCHFIELD, JOHN, ALFRED | Individual | LBMC FINANCIAL SERVICES, LLC | TREASURER | 10/2013 | |
| REID, ANDREW, ST. JOHN | Individual | – | SHAREHOLDER-INVESTMENT ADVISER | 12/2019 | < 5% |
| HILL, TRACEY | Individual | – | CHIEF COMPLIANCE OFFICER | 02/2022 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 11th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| Apple Computer Inc | COM | 13M | 63K | – |
| Abbvie Inc | COM | 496K | 3K | – |
| Airbnb Inc | COM | 230K | 2K | – |
| Abbott Laboratories | COM | 271K | 3K | – |
| Analog Devices Inc | COM | 432K | 2K | – |
| A F L A C Inc | COM | 5M | 53K | – |
| Align Technology Inc | COM | 604K | 3K | – |
| Applied Materials Inc | COM | 248K | 1K | – |
| Advanced Micro Devic | COM | 671K | 4K | – |
| Amazon Com Inc | COM | 6M | 33K | – |
| Ishares Tr S&P Aggressive | COM | 10M | 140K | – |
| Ishares Tr S&P Allocation Fd | COM | 4M | 77K | – |
| Smith A O | COM | 5M | 59K | – |
| Ares Capital Corp | COM | 210K | 10K | – |
| Atmos Energy Corp | COM | 349K | 3K | – |
| Boeing Co | COM | 792K | 4K | – |
| Bank Of America Corp | COM | 855K | 22K | – |
| Bristol-Myers Squibb Co | COM | 332K | 8K | – |
| Vanguard Bond Index Fund | COM | 227K | 3K | – |
| Berkshire Hathaway Cl B | COM | 4M | 10K | – |
| Vanguard Short Term Bd Index | COM | 664K | 9K | – |
| Blackstone Group LP | COM | 1M | 10K | – |
| Caterpillar Inc | COM | 345K | 1K | – |
| Carnival Corp | COM | 238K | 13K | – |
| City Holding Co | COM | 319K | 3K | – |
| Conocophillips | COM | 664K | 6K | – |
| Costco Whsl Corp New | COM | 1M | 2K | – |
| Salesforce Com | COM | 423K | 2K | – |
| Cisco Systems Inc | COM | 553K | 12K | – |
| Capital Southwest Corp | COM | 476K | 18K | – |
| Corteva Inc com | COM | 228K | 4K | – |
| C V S Corp Del | COM | 230K | 4K | – |
| Chevrontexaco Corp | COM | 880K | 6K | – |
| Dupont De Nemours Inc | COM | 340K | 4K | – |
| Dfa Tax Managed US Small | COM | 440K | 8K | – |
| DFA Tax-Managed US Marketwide Value II | COM | 1M | 26K | – |
| Spdr Dow Jones | COM | 366K | 935 | – |
| Disney Walt Hldg Co | COM | 1M | 13K | – |
| Dow Chemical Company | COM | 233K | 4K | – |
| Duke Energy Corporation | COM | 325K | 3K | – |
| Ishares Tr Dow Jones Select Divid Index | COM | 28M | 233K | – |
| Ishares MSCI Emrg Mkt Fd | COM | 5M | 122K | – |
| Ishares Tr MSCI EAFE Fd | COM | 41M | 518K | – |
| Ford Motor Company | COM | 167K | 13K | – |
| Fedex Corporation | COM | 478K | 2K | – |
| Fifth Third Bancorp | COM | 292K | 8K | – |
| Sch Fnd US Sm Etf | COM | 732K | 13K | – |
| Schwab Fundamental Intl | COM | 245K | 7K | – |
| Schwab Funda Emg Mkts | COM | 258K | 9K | – |
| Schwab Fundamental Inl | COM | 696K | 20K | – |
| Schwab Fundamental US | COM | 2M | 23K | – |
| General Electric Company | COM | 727K | 5K | – |
| General Motors Corp | COM | 298K | 6K | – |
| Google Inc Class C | COM | 5M | 28K | – |
| Google Inc Cl A | COM | 2M | 13K | – |
| Gorman Rupp Co Com | COM | 2M | 61K | – |
| Hca The Healthcare Co | COM | 15M | 47K | – |
| Home Depot Inc | COM | 3M | 7K | – |
| Ishares Msci ETF High Dividend Equity Fund | COM | 51M | 465K | – |
| Honeywell International | COM | 234K | 1K | – |
| Block H & R Incorporated | COM | 271K | 5K | – |
| Humana Inc | COM | 224K | 600 | – |
| iShares iBonds 2024 Term HY and Inc ETF | COM | 2M | 80K | – |
| iShares iBonds 2025 Term HY and Inc ETF | COM | 3M | 144K | – |
| ISHARES IBND 2026 TRM HG YD INCM ETF | COM | 4M | 167K | – |
| ISHS IBND 2027 TRM HGH YLD INCM ETF | COM | 4M | 195K | – |
| iShares iBonds 2028 Term HY & Inc ETF | COM | 3M | 122K | – |
| ISHARS IBND 2029 TRM HG YLD INCM ETF | COM | 2M | 81K | – |
| Intl Business Machines | COM | 940K | 5K | – |
| iShares iBonds Dec 2024 Term Muni Bond | COM | 3M | 108K | – |
| iShares iBonds Dec 2025 Term Muni Bd ETF | COM | 6M | 211K | – |
| iShares iBonds Dec 2026 Term Muni Bd ETF | COM | 7M | 258K | – |
| iShares iBonds Dec 2027 Term Muni Bd ETF | COM | 5M | 203K | – |
| iShares iBonds Dec 2028 Term Muni Bd ETF | COM | 4M | 145K | – |
| Ishares Cohen Steers REIT | COM | 18M | 318K | – |
| Icon Media Holdings Inc | COM | 70 | 100K | – |
| Ishares Tr Dj US Utils | COM | 10M | 118K | – |
| Ishares Tr Dow Jones | COM | 596K | 22K | – |
| Ishares Core Msci Eafe | COM | 39M | 539K | – |
| Ishares Core Msci | COM | 7M | 136K | – |
| i3 Verticals Inc | COM | 236K | 11K | – |
| Ishares Tr S&P Midcap | COM | 5M | 86K | – |
| Ishares S&P Midcap | COM | 1M | 14K | – |
| Ishares Tr S&P Smallcap | COM | 16M | 153K | – |
| Intel Corp | COM | 317K | 10K | – |
| Ishares Tr S&P 500/ Value Index Fd | COM | 9M | 51K | – |
| Ishares TRUST S&P 500 | COM | 244M | 446K | – |
| Ishares Tr S&P 500/ Barra Growth Index | COM | 13M | 143K | – |
| Ishares Tr Russell | COM | 739K | 2K | – |
| Ishares Russell 2000 | COM | 141M | 697K | – |
| Ishares Russell Index Fd | COM | 271K | 3K | – |
| Ishares Tr Dow Jones Re | COM | 264K | 3K | – |
| Johnson & Johnson | COM | 856K | 6K | – |
| J P Morgan Chase & Co | COM | 1M | 7K | – |
| Coca Cola Company | COM | 2M | 38K | – |
| Spdr S&P Regional | COM | 246K | 5K | – |
| Lilly Eli & Company | COM | 2M | 2K | – |
| Mastercard Inc | COM | 766K | 2K | – |
| Main Street Capital Corp | COM | 333K | 7K | – |
| Mc Donalds Corp | COM | 370K | 1K | – |
| Mckesson Corporation | COM | 251K | 430 | – |
| Mongodb Inc Cl A | COM | 625K | 3K | – |
| Facebook Inc Class A | COM | 3M | 6K | – |
| Marathon Pete Corp | COM | 232K | 1K | – |
| Merck & Co Inc | COM | 1M | 9K | – |
| Microsoft Corp | COM | 7M | 15K | – |
| MSGI Security Solutions Inc (NV) | COM | 0 | 50K | – |
| Micron Technology Inc | COM | 427K | 3K | – |
| Nextera Energy Inc | COM | 375K | 5K | – |
| Nestle Sa Ord | COM | 829K | 8K | – |
| NVIDIA Corp | COM | 1M | 10K | – |
| Oracle Corporation | COM | 1M | 7K | – |
| Pepsico Incorporated | COM | 663K | 4K | – |
| Pfizer Incorporated | COM | 388K | 14K | – |
| Ishares S&P U S Pfd Fund | COM | 741K | 23K | – |
| Procter & Gamble Co | COM | 256K | 2K | – |
| Philip Morris Intl Inc | COM | 383K | 4K | – |
| Pnc Finl Services Gp Inc | COM | 513K | 3K | – |
| Pinnancle Finl Partners Inc | COM | 1M | 16K | – |
| FIS CHRISTIAN STOCK FUND ETF | COM | 581K | 21K | – |
| Prudential Financial Inc | COM | 269K | 2K | – |
| Phillips | COM | 336K | 2K | – |
| Provectus Pharmaceutical Inc | COM | 3K | 22K | – |
| Paypal Holdings Inco | COM | 203K | 4K | – |
| ProShares Ultra QQQ | COM | 355K | 4K | – |
| Nasdaq 100 Shares | COM | 3M | 6K | – |
| Invesco NASDAQ 100 ETF | COM | 259K | 1K | – |
| SPDR MSCI USA StrategicFactors ETF | COM | 2M | 14K | – |
| Alpha Architect US Quantitative Val ETF | COM | 343K | 8K | – |
| Royal Carribean Cruisesf | COM | 239K | 2K | – |
| ATLAS SALT ORD | COM | 4K | 10K | – |
| Regions Financial Cp New | COM | 363K | 18K | – |
| Invesco S&P 500 Eql Wgt | COM | 219M | 1M | – |
| Raytheon Technologies Ord | COM | 506K | 5K | – |
| PerkinElmer Inc | COM | 224K | 2K | – |
| Royal Bk Cda Montreal | COM | 240K | 2K | – |
| Schw US Scap Etf | COM | 480K | 10K | – |
| Schw Intl Eq Etf | COM | 551K | 14K | – |
| Schwab Intermediate Term | COM | 227K | 5K | – |
| The Charles Schwab Corp | COM | 323K | 4K | – |
| Schw US Lcap Etf | COM | 2M | 27K | – |
| Spdr S&P Dividend Etf | COM | 370K | 3K | – |
| Shopify Inc | COM | 591K | 9K | – |
| SPDR S&P 600 Small Cap Growth ETF | COM | 281K | 3K | – |
| Smartfinancial Inc | COM | 1M | 44K | – |
| Synopsys Inc | COM | 644K | 1K | – |
| The Southern Company | COM | 2M | 24K | – |
| SPDR Portfolio Developed Wld ex-US ETF | COM | 4M | 108K | – |
| SPDR S&P Emerging Markets ETF | COM | 321K | 9K | – |
| Invesco S&P 500 Quality ETF | COM | 332K | 5K | – |
| SPDR Portfolio S&P 500 ETF | COM | 1M | 16K | – |
| SPDR Portfolio S&P 600 Sm Cap ETF | COM | 1M | 33K | – |
| S P D R TRUST Unit SR | COM | 4M | 8K | – |
| Spdr S&P 500 Growth Etf | COM | 3M | 33K | – |
| SPDR Portfolio S&P 500 Value ETF | COM | 644K | 13K | – |
| Square Inc Cl A | COM | 293K | 5K | – |
| South St Corp Com | COM | 757K | 10K | – |
| Sysco Corporation | COM | 758K | 11K | – |
| A T & T Corp | COM | 259K | 14K | – |
| Truist Finl Corp Com | COM | 315K | 8K | – |
| Truxton Corp | COM | 453K | 7K | – |
| Tesla Motors Inc | COM | 394K | 2K | – |
| Trane Technologies PLC | COM | 329K | 1K | – |
| Texas Instruments Inc | COM | 241K | 1K | – |
| United Continental Holdings Inc Com Usd0 | COM | 208K | 4K | – |
| Unitedhealth Group Inc | COM | 329K | 647 | – |
| United Parcel Service B | COM | 230K | 2K | – |
| U S Bancorp Del New | COM | 312K | 8K | – |
| Visa Inc Cl A | COM | 768K | 3K | – |
| Vanguard Europe Pac Etf | COM | 22M | 445K | – |
| Vanguard Information Technology ETF | COM | 306K | 531 | – |
| Vanguard Div Appreciation | COM | 475K | 3K | – |
| Vanguard Mortgage Backed | COM | 307K | 7K | – |
| Vanguard REIT | COM | 7M | 86K | – |
| Vanguard Mid Cap | COM | 11M | 46K | – |
| Vanguard S&P 500 Etf | COM | 14M | 27K | – |
| Vanguard Total World | COM | 2M | 16K | – |
| Vanguard Total Stock Mkt | COM | 528K | 2K | – |
| Vanguard Russell 2000 | COM | 12M | 146K | – |
| Vanguard Emerging Market | COM | 7M | 169K | – |
| Vanguard High Div ETF | COM | 14M | 118K | – |
| Verizon Communications | COM | 234K | 6K | – |
| Wells Fargo & Co New | COM | 404K | 7K | – |
| Wal-Mart Stores Inc | COM | 563K | 8K | – |
| Sector Spdr Health Fund | COM | 1M | 8K | – |
| Sector Spdr Consumer Fd | COM | 249K | 1K | – |
| Exxon Mobil Corporation | COM | 2M | 21K | – |