LBMC Investment Advisors Review


Trust Score 98%
Trust Score info_outline

Last updated: June 11th, 2019. Data source: SEC filings.

LBMC Investment Advisors, federally registered in 1998, is a Registered Investment Advisor (RIA) in 8 state(s) with a licensed staff of 6 advisors. LBMC Investment Advisors manages $1.1 billion and provides investment advisory services for 374 clients (1:63 advisor/client ratio). This firm does not have a disciplinary history.

Benefits

info_outline
View More keyboard_arrow_down

Considerations

info_outline
View More keyboard_arrow_down



Download PDF


Firm Information


Feature Value
Minimum Investment $200,000
Average Client Balance $2,845,832
Hybrid Advisor No
Disciplinary History No
Total AUM $1.1 billion
Advisor / Client Ratio 1:63
Headquarters Brentwood, TN
SEC Filings Forms and Brochures    (CRD # 108943)
State(s) Registered AL, FL, GA, KY, LA, MS, TN, TX


Questions & Answers



Get answers about LBMC Investment Advisors


Ask a question question_answer


Share Firm Profile