TBH GLOBAL ASSET MANAGEMENT, LLC
Adviser information for TBH GLOBAL ASSET MANAGEMENT, LLC last updated from Form ADV on March 13th, 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 | Delaware, United States |
Employees
| Total Number of Employees | 21 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 2 |
| Registered State Investment Advisers | 15 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 3,436 | $1.1B |
| Non-Discretionary | 13 | $21.9M |
| Total | 3,449 | $1.1B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 635 | $127.4M |
| HNW Individuals | 335 | $950.4M |
| 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 | 0 | $0 |
| 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 | 43 | $30.2M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 7 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Principal Office
6 CADILLAC DR.SUITE 300
BRENTWOOD
TN
United States
Monday - Friday, 8:00 - 5:00
Tel: 615-690-4820, Fax: 615-298-8565
Chief Compliance Officer
NICHOLAS WARF
COO, CISO
6 CADILLAC DR
SUITE 300
BRENTWOOD
TN
United States
Tel:
(615)690-4821
Fax:
(615)298-8565
N****@*****************M
(Full email address available in API data)
Regulatory Contact
DAVID MERRELL
PARTNER
6 CADILLAC DR
SUITE 300
BRENTWOOD
TN
United States
Tel:
(615)690-4820
Fax:
(615)298-8565
D*******@*****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| NITOR HOLDINGS, LLC | Domestic Entity | – | MANAGING MEMBER | 10/2022 | 25-50% |
| MERRELL, DAVID, STUART | Individual | NITOR HOLDINGS, LLC | MANAGER | 10/2022 | > 75% |
| WARF, JONES, NICHOLAS | Individual | – | CHIEF COMPLIANCE OFFICER | 12/2019 | < 5% |
| TBH REYNOLDS LLC | Domestic Entity | – | MANAGING MEMBER | 02/2023 | 25-50% |
| REYNOLDS, PHILLIP, M | Individual | TBH REYNOLDS LLC | MANAGER | 11/2022 | > 75% |
| POST OAK, LLC | Domestic Entity | – | MANAGING MEMBER | 02/2022 | 25-50% |
| TBH FRANKLIN, LLC | Domestic Entity | – | MANAGING MEMBER | 02/2022 | 25-50% |
| DAVIS, SAMUEL, W | Individual | POST OAK, LLC | MANAGER | 11/2022 | > 75% |
| ANDERSON, TRAVIS, SCOTT | Individual | TBH FRANKLIN, LLC | MANAGER | 11/2022 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 2nd, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| 3M CO | COM | 359K | 4K | – |
| ABBOTT LABS | COM | 554K | 5K | – |
| ABBVIE INC | COM | 1M | 7K | – |
| ABRDN SILVER ETF TRUST | PHYSCL SILVR SHS | 319K | 11K | – |
| ADOBE INC | COM | 2M | 3K | – |
| ADVANCED MICRO DEVICES INC | COM | 281K | 2K | – |
| AIRBNB INC | COM CL A | 250K | 2K | – |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 651K | 9K | – |
| ALPHABET INC | CAP STK CL A | 8M | 45K | – |
| ALPHABET INC | CAP STK CL C | 10M | 52K | – |
| ALVOTECH | ORDINARY SHARES | 407K | 34K | – |
| AMAZON COM INC | COM | 8M | 39K | – |
| AMERICAN TOWER CORP NEW | COM | 493K | 3K | – |
| AMPLIFY ETF TR | CWP ENHANCED DIV | 4M | 97K | – |
| ANALOG DEVICES INC | COM | 685K | 3K | – |
| ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 643K | 11K | – |
| APOLLO GLOBAL MGMT INC | COM | 801K | 7K | – |
| APPLE INC | COM | 40M | 190K | – |
| ASML HOLDING N V | N Y REGISTRY SHS | 386K | 378 | – |
| AT&T INC | COM | 487K | 26K | – |
| AURA BIOSCIENCES INC | COM | 456K | 60K | – |
| AUTOMATIC DATA PROCESSING IN | COM | 296K | 1K | – |
| AUTONATION INC | COM | 455K | 3K | – |
| AUTOZONE INC | COM | 708K | 239 | – |
| BANK AMERICA CORP | COM | 425K | 11K | – |
| BARRICK GOLD CORP | COM | 309K | 19K | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 14M | 33K | – |
| BLACKROCK ETF TRUST II | FLEXIBLE INCOME | 1M | 23K | – |
| BLACKROCK MUNIHOLDINGS FD IN | COM | 329K | 27K | – |
| BLACKSTONE INC | COM | 1M | 11K | – |
| BOEING CO | COM | 377K | 2K | – |
| BOOKING HOLDINGS INC | COM | 254K | 64 | – |
| BRISTOL-MYERS SQUIBB CO | COM | 399K | 10K | – |
| BROADCOM INC | COM | 1M | 844 | – |
| BROOKFIELD ASSET MANAGMT LTD | CL A LMT VTG SHS | 473K | 12K | – |
| BROOKFIELD INFRAST PARTNERS | LP INT UNIT | 255K | 9K | – |
| BROOKFIELD REINS LTD | CL A-1 EXCH NONV | 485K | 12K | – |
| CARLYLE GROUP INC | COM | 473K | 12K | – |
| CATERPILLAR INC | COM | 707K | 2K | – |
| CHENIERE ENERGY INC | COM NEW | 278K | 2K | – |
| CHEVRON CORP NEW | COM | 1M | 9K | – |
| CISCO SYS INC | COM | 295K | 6K | – |
| CITIGROUP INC | COM NEW | 288K | 5K | – |
| CLOROX CO DEL | COM | 278K | 2K | – |
| CME GROUP INC | COM | 748K | 4K | – |
| COCA COLA CO | COM | 2M | 36K | – |
| COLGATE PALMOLIVE CO | COM | 760K | 8K | – |
| COMCAST CORP NEW | CL A | 557K | 14K | – |
| COMMUNITY HEALTHCARE TR INC | COM | 504K | 22K | – |
| CONOCOPHILLIPS | COM | 2M | 19K | – |
| CONSTELLATION BRANDS INC | CL A | 3M | 10K | – |
| COSTCO WHSL CORP NEW | COM | 4M | 5K | – |
| CROWDSTRIKE HLDGS INC | CL A | 674K | 2K | – |
| CSX CORP | COM | 719K | 21K | – |
| DEERE & CO | COM | 748K | 2K | – |
| DISNEY WALT CO | COM | 2M | 23K | – |
| DOLLAR GEN CORP NEW | COM | 2M | 17K | – |
| DUKE ENERGY CORP NEW | COM NEW | 447K | 4K | – |
| EATON VANCE ENHANCED EQUITY | COM | 860K | 39K | – |
| EDWARDS LIFESCIENCES CORP | COM | 251K | 3K | – |
| ELI LILLY & CO | COM | 2M | 2K | – |
| ENTERPRISE PRODS PARTNERS L | COM | 644K | 22K | – |
| EXXON MOBIL CORP | COM | 6M | 51K | – |
| FB FINL CORP | COM | 687K | 18K | – |
| FEDEX CORP | COM | 1M | 5K | – |
| FIDELITY COVINGTON TRUST | MSCI HLTH CARE I | 509K | 7K | – |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 3M | 17K | – |
| FIRST HORIZON CORPORATION | COM | 2M | 106K | – |
| FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | 4M | 93K | – |
| FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 5M | 97K | – |
| GE AEROSPACE | COM NEW | 373K | 2K | – |
| GE VERNOVA INC | COM | 303K | 2K | – |
| GENERAL DYNAMICS CORP | COM | 794K | 3K | – |
| GOLDMAN SACHS GROUP INC | COM | 1M | 3K | – |
| GRAHAM HLDGS CO | COM CL B | 2M | 2K | – |
| GREEN BRICK PARTNERS INC | COM | 483K | 8K | – |
| HCA HEALTHCARE INC | COM | 2M | 5K | – |
| HEALTHCARE RLTY TR | CL A COM | 250K | 15K | – |
| HOME DEPOT INC | COM | 556K | 2K | – |
| HUMANA INC | COM | 452K | 1K | – |
| I3 VERTICALS INC | COM CL A | 515K | 23K | – |
| IDEXX LABS INC | COM | 406K | 833 | – |
| INTEL CORP | COM | 322K | 10K | – |
| INTERNATIONAL BUSINESS MACHS | COM | 1M | 6K | – |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 686K | 3K | – |
| INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | 912K | 10K | – |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | 327K | 3K | – |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 279K | 2K | – |
| INVESCO QQQ TR | UNIT SER 1 | 4M | 9K | – |
| IRON MTN INC DEL | COM | 702K | 8K | – |
| ISHARES INC | CORE MSCI EMKT | 4M | 73K | – |
| ISHARES INC | MSCI GBL MIN VOL | 286K | 3K | – |
| ISHARES TR | 0-5YR HI YL CP | 355K | 8K | – |
| ISHARES TR | 1 3 YR TREAS BD | 271K | 3K | – |
| ISHARES TR | 10-20 YR TRS ETF | 852K | 8K | – |
| ISHARES TR | CORE DIV GRWTH | 22M | 383K | – |
| ISHARES TR | CORE MSCI TOTAL | 6M | 88K | – |
| ISHARES TR | CORE S&P MCP ETF | 928K | 16K | – |
| ISHARES TR | CORE S&P SCP ETF | 13M | 121K | – |
| ISHARES TR | CORE S&P TTL STK | 2M | 14K | – |
| ISHARES TR | CORE S&P500 ETF | 27M | 50K | – |
| ISHARES TR | CORE US AGGBD ET | 13M | 131K | – |
| ISHARES TR | HIGH YLD SYSTM B | 500K | 11K | – |
| ISHARES TR | MSCI CHINA ETF | 2M | 50K | – |
| ISHARES TR | MSCI UK ETF NEW | 2M | 49K | – |
| ISHARES TR | MSCI USA MIN VOL | 1M | 14K | – |
| ISHARES TR | NATIONAL MUN ETF | 2M | 20K | – |
| ISHARES TR | RUS 1000 GRW ETF | 1M | 4K | – |
| ISHARES TR | RUS 2000 GRW ETF | 392K | 1K | – |
| ISHARES TR | RUS MD CP GR ETF | 1M | 13K | – |
| ISHARES TR | RUS MDCP VAL ETF | 577K | 5K | – |
| ISHARES TR | RUS MID CAP ETF | 395K | 5K | – |
| ISHARES TR | RUSSELL 2000 ETF | 471K | 2K | – |
| ISHARES TR | RUSSELL 3000 ETF | 678K | 2K | – |
| ISHARES TR | S&P 500 GRWT ETF | 257K | 3K | – |
| ISHARES TR | S&P 500 VAL ETF | 483K | 3K | – |
| ISHARES TR | S&P SML 600 GWT | 498K | 4K | – |
| ISHARES TR | SHORT TREAS BD | 3M | 26K | – |
| ISHARES TR | TIPS BD ETF | 285K | 3K | – |
| ISHARES TR | U.S. TECH ETF | 465K | 3K | – |
| J P MORGAN EXCHANGE TRADED F | ACTIVE GROWTH | 2M | 27K | – |
| J P MORGAN EXCHANGE TRADED F | ACTIVEBLDRS EMER | 712K | 19K | – |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS I | 2M | 42K | – |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS US | 1M | 12K | – |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS USD | 1M | 33K | – |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 5M | 84K | – |
| J P MORGAN EXCHANGE TRADED F | GLOBAL SEL EQUIT | 1M | 20K | – |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | 5M | 99K | – |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 5M | 99K | – |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 2M | 29K | – |
| JOHNSON & JOHNSON | COM | 3M | 20K | – |
| JPMORGAN CHASE & CO. | COM | 2M | 10K | – |
| KENVUE INC | COM | 781K | 43K | – |
| KRAFT HEINZ CO | COM | 461K | 14K | – |
| LINDE PLC | SHS | 463K | 1K | – |
| MARATHON PETE CORP | COM | 343K | 2K | – |
| MASTERCARD INCORPORATED | CL A | 8M | 19K | – |
| MCDONALDS CORP | COM | 715K | 3K | – |
| MERCADOLIBRE INC | COM | 415K | 252 | – |
| MERCK & CO INC | COM | 538K | 4K | – |
| META PLATFORMS INC | CL A | 5M | 9K | – |
| MICRON TECHNOLOGY INC | COM | 374K | 3K | – |
| MICROSOFT CORP | COM | 9M | 21K | – |
| MONDELEZ INTL INC | CL A | 327K | 5K | – |
| NATIONAL HEALTH INVS INC | COM | 1M | 16K | – |
| NETFLIX INC | COM | 530K | 786 | – |
| NIKE INC | CL B | 785K | 10K | – |
| NORTHROP GRUMMAN CORP | COM | 656K | 2K | – |
| NOVO-NORDISK A S | ADR | 897K | 6K | – |
| NVIDIA CORPORATION | COM | 1M | 12K | – |
| OLD NATL BANCORP IND | COM | 759K | 44K | – |
| ORACLE CORP | COM | 1M | 8K | – |
| OREILLY AUTOMOTIVE INC | COM | 352K | 333 | – |
| PALO ALTO NETWORKS INC | COM | 1M | 4K | – |
| PFIZER INC | COM | 335K | 12K | – |
| PHILIP MORRIS INTL INC | COM | 695K | 7K | – |
| PHILLIPS 66 | COM | 2M | 16K | – |
| PINNACLE FINL PARTNERS INC | COM | 325K | 4K | – |
| POWERSHARES ACTIVELY MANAGED | ULTRA SHRT DUR | 3M | 67K | – |
| PROCTER AND GAMBLE CO | COM | 2M | 12K | – |
| PRUDENTIAL FINL INC | COM | 258K | 2K | – |
| QUALCOMM INC | COM | 1M | 7K | – |
| QUANTA SVCS INC | COM | 1M | 5K | – |
| RTX CORPORATION | COM | 1M | 15K | – |
| SALESFORCE INC | COM | 3M | 12K | – |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 329K | 4K | – |
| SELECT SECTOR SPDR TR | ENERGY | 3M | 34K | – |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 258K | 1K | – |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 320K | 1K | – |
| SHELL PLC | SPON ADS | 314K | 4K | – |
| SHOPIFY INC | CL A | 374K | 6K | – |
| SIMON PPTY GROUP INC NEW | COM | 774K | 5K | – |
| SNOWFLAKE INC | CL A | 575K | 4K | – |
| SOUTHERN CO | COM | 459K | 6K | – |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 491K | 1K | – |
| SPDR GOLD TR | GOLD SHS | 1M | 6K | – |
| SPDR S&P 500 ETF TR | TR UNIT | 3M | 5K | – |
| STARBUCKS CORP | COM | 554K | 7K | – |
| STARWOOD PPTY TR INC | COM | 269K | 14K | – |
| STRYKER CORPORATION | COM | 624K | 2K | – |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 547K | 3K | – |
| TESLA INC | COM | 778K | 4K | – |
| THE CIGNA GROUP | COM | 3M | 9K | – |
| THERMO FISHER SCIENTIFIC INC | COM | 338K | 611 | – |
| TOAST INC | CL A | 1M | 47K | – |
| TRANSDIGM GROUP INC | COM | 290K | 227 | – |
| UBER TECHNOLOGIES INC | COM | 440K | 6K | – |
| UNION PAC CORP | COM | 411K | 2K | – |
| UNITED PARCEL SERVICE INC | CL B | 567K | 4K | – |
| UNITED RENTALS INC | COM | 485K | 750 | – |
| UNITEDHEALTH GROUP INC | COM | 673K | 1K | – |
| VALERO ENERGY CORP | COM | 430K | 3K | – |
| VALMONT INDS INC | COM | 1M | 4K | – |
| VANECK ETF TRUST | GOLD MINERS ETF | 2M | 53K | – |
| VANECK ETF TRUST | JUNIOR GOLD MINE | 363K | 9K | – |
| VANECK ETF TRUST | VANECK VIETNAM | 312K | 26K | – |
| VANGUARD BD INDEX FDS | LONG TERM BOND | 286K | 4K | – |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 339K | 4K | – |
| VANGUARD INDEX FDS | GROWTH ETF | 1M | 3K | – |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 596K | 1K | – |
| VANGUARD INDEX FDS | TOTAL STK MKT | 1M | 5K | – |
| VANGUARD INDEX FDS | VALUE ETF | 13M | 80K | – |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 3M | 53K | – |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 3M | 78K | – |
| VANGUARD INTL EQUITY INDEX F | FTSE PACIFIC ETF | 3M | 46K | – |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 1M | 11K | – |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 293K | 6K | – |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 1M | 17K | – |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 3M | 18K | – |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 420K | 8K | – |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 15M | 129K | – |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | 1M | 16K | – |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 1M | 17K | – |
| VANGUARD WORLD FD | CONSUM STP ETF | 3M | 16K | – |
| VANGUARD WORLD FD | HEALTH CAR ETF | 411K | 2K | – |
| VERISK ANALYTICS INC | COM | 2M | 8K | – |
| VERIZON COMMUNICATIONS INC | COM | 2M | 40K | – |
| VICTORY PORTFOLIOS II | VCSHS US 500 VOL | 865K | 11K | – |
| VISA INC | COM CL A | 3M | 11K | – |
| WALMART INC | COM | 1M | 21K | – |
| WEC ENERGY GROUP INC | COM | 504K | 6K | – |
| WELLS FARGO CO NEW | COM | 379K | 6K | – |
| WHEATON PRECIOUS METALS CORP | COM | 311K | 6K | – |
| ZOETIS INC | CL A | 2M | 11K | – |