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LBMC INVESTMENT ADVISORS, LLC
Legal name: LBMC INVESTMENT ADVISORS LLC
CRD 108943File 801-55589
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.23B
Top 25% of cohort (national)
Discretionary AUM
$2.23B
Clients
513
1,667 accounts
Employees
8
Top 25% of cohort in TN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- May 26, 1998
- Principal office
- 201 FRANKLIN ROAD, SUITE 400, BRENTWOOD, TN, 37027
- Phone
- 615-377-4603
- Website
- HTTP://WWW.LBMC.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.23B
- Discretionary AUM
- $2.23B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,667
- Non-discretionary accounts
- 0
- Total accounts
- 1,667
- AUM per client
- $4.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 21 | $38.3M |
| Charitable organizations | 7 | $11.5M |
| High net worth individuals | 285 | $2.11B |
| Individuals (other than high net worth individuals) | 200 | $68.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 491 | 513 | increased by22 |
| Apr 1, 2026 | AUM | $1,953,855,930 | $2,226,438,368 | increased by$272,582,438 |
| Apr 1, 2026 | Accounts | 1,655 | 1,667 | increased by12 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 8 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 488 | 491 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,896,867,329 | $1,953,855,930 | increased by$56,988,601 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,466 | 1,655 | increased by189 |
| Apr 1, 2022 | Clients | 425 | 488 | increased by63 |
| Apr 1, 2022 | AUM | $1,516,619,325 | $1,896,867,329 | increased by$380,248,004 |
| Apr 1, 2022 | Accounts | 1,301 | 1,466 | increased by165 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LBMC INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LBMC INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.