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

DAVID KENNETH MORGAN
SECRETARY, DIRECTOR owns less than 5%
DEREK CHRISTOPHER BLAND
INVESTMENT ADVISER owns more than 5% but less than 10%
GREGORY MICHAEL HERMAN
PRESIDENT, DIRECTOR owns more than 10% but less than 25%
LBMC FINANCIAL SERVICES, LLC
PARENT COMPANY owns more than 50% but less than 75%
ROBERT ANDREW JORDAN
CHIEF COMPLIANCE OFFICER/OPERATIONS owns less than 5%
ROY MICHAEL CAIN
TREASURER, DIRECTOR owns less than 5%

Indirect Owners

JOHN ALFRED LITCHFIELD
TREASURER

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News

Top Holdings

Period of report: Jun 30, 2019 | Effectiveness Date: Jul 18, 2019

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