BHK INVESTMENT ADVISORS

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Alabama, United States

Employees

Total Number of Employees	10
Investment Advisory/Research	6
Registered Broker-Dealer Representatives	6
Registered State Investment Advisers	6
Licensed Agents of an Insurance Company	2
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	523	$321.3M
Non-Discretionary	230	$342.8M
Total	753	$664.1M

Clients

Type	Number	RAUM
Individuals	120	$41.3M
HNW Individuals	171	$363.0M
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	12	$165.6M
Charitable organizations	0	$0
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	15	$94.1M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	0

Services

Advisory Services	Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)
Compensation	% of AUMFixed fees
Other Business Activities	Registered representative of a broker-dealerInsurance broker or agent

Identifiers

SEC RIA File Number	801-66669
SEC ERA File Number	801-66669
SEC CIK Numbers	1710539
SEC CRD Numbers	140515
Legal Entity Identifier	None

Principal Office

2200 LAKESHORE DRIVE
SUITE 250
BIRMINGHAM
AL
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic