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BHK INVESTMENT ADVISORS
Legal name: BHK INVESTMENT ADVISORS, LLC
CRD 140515File 801-66669
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Apr 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$794.1M
Above cohort median (national)
Discretionary AUM
$376.1M
Non-discretionary $418.0M
Clients
328
771 accounts
Employees
9
Above cohort median in AL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- May 17, 2006
- Principal office
- 2200 LAKESHORE DRIVE, SUITE 250, BIRMINGHAM, AL, 35209-8803
- Phone
- 205-322-2025
- Website
- HTTP://WWW.BHKLLC.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $794.1M
- Discretionary AUM
- $376.1M
- Non-discretionary AUM
- $418.0M
- Discretionary accounts
- 538
- Non-discretionary accounts
- 233
- Total accounts
- 771
- AUM per client
- $2.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 13 | $110.7M |
| High net worth individuals | 181 | $433.8M |
| Pension and profit sharing plans | 11 | $199.7M |
| Individuals (other than high net worth individuals) | 123 | $49.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11E2
- Q11E4
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.

