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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

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 typeClientsAUM
Other13$110.7M
High net worth individuals181$433.8M
Pension and profit sharing plans11$199.7M
Individuals (other than high net worth individuals)123$49.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.