LBMC Investment Advisors

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Trust Score 98%
Trust Score  info_outline

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.

Last updated: October 16th, 2019. Data source: SEC filings.


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Firm Information

Feature Value
Rank (United States) Top 5%
Advisors Directory View Directory
Top Advisor Gregory Michael Herman
Avg Advisor Trust Score 98
Avg Advisor Years Registered 13
Minimum Investment $200,000
Average Client Balance $2,845,832
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

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John wrote: Do you have a financial advisor in Louisville, KY?

3 months ago
Response from Jessica H at

Currently, LBMC Investment Advisors only has offices Tennessee but can work with clients in multiple states including Kentucky.