Lbmc Investment Advisors, LLC

Overview

Lbmc Investment Advisors, LLC is an SEC registered investment adviser based in Brentwood, TN, registered since 1998. It reports $2.2B in assets under management across 1,667 accounts, with 8 employees. It has 4 investment adviser representatives.

Reported AUM

$2.2B

Discretionary

100%

Accounts

1,667

Average account

$1.3M

Employees

8

Advisory reps

4

Registered since

1998

Jurisdictions

8

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Other Advisory Services

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 6

• Gregory Michael Herman President, Director CRD 4368476
• Myles Reid Blechner Chief Compliance Officer CRD 2709013
• Andrew St. John Reid Investment Advisor, Shareholder as of 12, 2019 Director as of 01 CRD 6447137

3 more executive officers, with direct contact details

Advisory reps 3 of 4

• Derek Christopher Bland Investment Adviser Rep CRD 4910595
• Thomas Clay Hatfield Investment Adviser Rep CRD 6810733
• Gregory Michael Herman Investment Adviser Rep CRD 4368476

1 more advisory rep, with emails, phones and branch locations

Location

Headquarters

201 Franklin Rd Ste 400
Brentwood, TN 37027

County

Williamson

Metro area

Nashville-Davidson--Murfreesboro--Franklin, TN

Region

South

Registrations

• SEC registered
• Registered in 8 jurisdictions
• Website: lbmc.com

Every state, with registration dates

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