Data / Investment advisers / Tennessee / LBMC Investment Advisors, LLC
LBMC Investment Advisors, LLC, Brentwood, TN: $2.2 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
LBMC Investment Advisors, LLC is an SEC registered investment adviser with its main office in Brentwood, Tennessee and reports $2.2 billion in regulatory assets under management in its Form ADV filed March 27, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 108943
- SEC file number
- 801-55589
- SEC status
- Approved, effective May 26, 1998
- Legal name
- LBMC Investment Advisors LLC
- Main office
- 201 Franklin Road Suite 400, Brentwood, TN 37027
- Phone
- (615) 377-4603
- Regulatory AUM
- $2,226,438,368 in the Form ADV filed March 27, 2026
- Discretionary AUM
- $2,226,438,368
- Accounts
- 1,667
- Employees
- 8, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 4
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 285 | $2.11 billion |
| Individuals (other than high net worth individuals) | 200 | $68.5 million |
| Corporations or other businesses | 21 | $38.3 million |
| Charitable organizations | 7 | $11.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $2.23 billion | March 27, 2026 |
| December 1, 2025 | $1.95 billion | September 5, 2025 |
Other advisers in Brentwood
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Thoroughbred Financial Services, LLC | Brentwood | $4.04 billion | Not listed | adviserinfo.sec.gov |
| Kaufman Hall Investment Management | Brentwood | $2.82 billion | Not listed | adviserinfo.sec.gov |
| TBH Global Asset Management, LLC | Brentwood | $1.48 billion | Not listed | adviserinfo.sec.gov |
| Seven Springs Wealth Group | Brentwood | $1.41 billion | Not listed | adviserinfo.sec.gov |
| Virtue Capital Management, LLC | Brentwood | $1.31 billion | Not listed | adviserinfo.sec.gov |
| Tranquility Partners, LLC | Brentwood | $960 million | Not listed | adviserinfo.sec.gov |
| Provident Wealth Management, LLC | Brentwood | $758.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Brentwood, TN
- Investment advisers in Tennessee
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- LBMC Investment Advisors, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.