LBMC Investment Advisors LLC
Legal Name: LBMC INVESTMENT ADVISORS LLC
Full Contact Details
LBMC Investment Advisors LLC
201 FRANKLIN ROAD, SUITE 400, BRENTWOOD, TN
615-377-4603
615-309-2686
Other Info
LBMC Investment Advisors LLC, a Tennessee-based firm, has been providing investment advisory services since 1998. With a team of eight professionals, including four in advisory roles, it serves one client. The firm is registered with the U.S. Securities and Exchange Commission, and its status is considered approved as of May 26, 1998.
LBMC Investment Advisors, LLC - Investment Advisors
Our independent, fee-only specialists use coordinated investment and tax advice to create customized investment solutions. Learn more.
LBMC | Tax Audit HR Security Tech | CPA Advisors Consultants
LBMC, a professional services CPA firm, offers consulting, accounting, tax, audit, advisory, human resources, staffing, security, and technology services with offices in Chattanooga, Knoxville, Nashville, Atlanta, and Charlotte.
Direct Owners
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DAVID KENNETH MORGAN
SECRETARY, DIRECTOR owns less than 5%
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DEREK CHRISTOPHER BLAND
INVESTMENT ADVISER owns more than 5% but less than 10%
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GREGORY MICHAEL HERMAN
PRESIDENT, DIRECTOR owns more than 10% but less than 25%
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LBMC FINANCIAL SERVICES, LLC
PARENT COMPANY owns more than 50% but less than 75%
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ROBERT ANDREW JORDAN
CHIEF COMPLIANCE OFFICER/OPERATIONS owns less than 5%
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ROY MICHAEL CAIN
TREASURER, DIRECTOR owns less than 5%
Indirect Owners
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JOHN ALFRED LITCHFIELD
TREASURER
Firms Located Nearby
News
Top Holdings
- INVESCO EXCHANGETRAD $136,445k
- ISHARES TR CORE S&P500 ETF $130,381k
- ISHARES TR RUSSELL 2000 ETF $110,675k
- ISHARES $45,356k
- ISHARES TR CORE HIGH DV ETF $38,581k
- ISHARES TR COHEN&ST RLTY $20,954k
- ISHARES $19,133k
- ISHARES $16,185k
- ISHARES TR CORE MSCI EAFE $14,594k
- VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF $14,460k