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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 Aug 17, 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
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.