RIA Intel›Advisers›Tennessee›LBMC INVESTMENT ADVISORS LLC

LBMC INVESTMENT ADVISORS LLC

Advisory

N·BRENTWOOD, TN

Data as of Mar 27, 2026 · Source: SEC Form ADV

Total AUM
$2.2B
1-Year AUM Growth
0.0%
3-Year CAGR
+4.8%
Employees
3
Assets Under Management
Total AUM$2.2B
Discretionary AUM$2.2B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients491
Team
Total Employees3
Investment Advisers8
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record46
First FilingMar 30, 2001
Latest FilingMar 27, 2026
🔒 Full AUM trend chart and 46 historical filings spanning 25+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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