Wealth Manager
    SEC Registered

    Bhk Investment Advisors

    Registered investment advisor · Birmingham, Alabama · CRD #140515

    Assets Under Management
    $794M
    Client Accounts
    771
    Employees
    9
    CRD Number
    140515
    Registration
    SEC Registered
    Custodian
    Wells Fargo Clearing Services, Llc, Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Bhk Investment Advisors

    BHK Investment Advisors is a boutique investment firm focused on delivering intelligent, straightforward advice to achieve successful financial outcomes. It operates independently, offering personalized investment strategies and unconflicted, client-centric advice. The firm is registered with the SEC and a member of FINRA.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Bhk Investment Advisors

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    Frequently Asked Questions

    What is Bhk Investment Advisors's AUM?

    Bhk Investment Advisors reports approximately $794M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Bhk Investment Advisors headquartered?

    Bhk Investment Advisors is headquartered in Birmingham, Alabama.

    What is Bhk Investment Advisors's CRD number?

    Bhk Investment Advisors's CRD number is 140515. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Bhk Investment Advisors manage?

    Bhk Investment Advisors manages approximately 771 client accounts according to its latest SEC filing.

    Is Bhk Investment Advisors SEC registered?

    Yes, Bhk Investment Advisors is registered with the SEC as an investment adviser with an approved registration status.

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