LBMC Investment Advisors LLC
Legal Name: LBMC INVESTMENT ADVISORS LLC
201 FRANKLIN ROAD, SUITE 400, BRENTWOOD, TN
Full Contact Details
Other Info
LBMC Investment Advisors LLC is legally known as LBMC INVESTMENT ADVISORS LLC. It is a TN Limited Liability Company. This firm has 8 employees, of which 4 are employees in advisory roles. It serves 1 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of May 26, 1998.
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
Firms Located Nearby
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