Wealth Manager
    SEC Registered

    Lbmc Investment Advisors, LLC

    Registered investment advisor · Brentwood, Tennessee · CRD #108943

    Assets Under Management
    $2.2B
    Client Accounts
    1,667
    Employees
    8
    CRD Number
    108943
    Registration
    SEC Registered

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

    About Lbmc Investment Advisors, LLC

    LBMC Investment Advisors, LLC is a registered investment advisory firm with $2 billion in assets under management, based in Tennessee, and recognized for its financial strategies. Founded in 1998, it is a fee-only wealth management firm.

    Fee Structure

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

    Contacts, 13F holdings & brochure intel for Lbmc Investment Advisors, LLC

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    Frequently Asked Questions

    What is Lbmc Investment Advisors, LLC's AUM?

    Lbmc Investment Advisors, LLC reports approximately $2.2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Lbmc Investment Advisors, LLC headquartered?

    Lbmc Investment Advisors, LLC is headquartered in Brentwood, Tennessee.

    What is Lbmc Investment Advisors, LLC's CRD number?

    Lbmc Investment Advisors, LLC's CRD number is 108943. 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 Lbmc Investment Advisors, LLC manage?

    Lbmc Investment Advisors, LLC manages approximately 1,667 client accounts according to its latest SEC filing.

    Is Lbmc Investment Advisors, LLC SEC registered?

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

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