LBMC INVESTMENT ADVISORS LLC

LBMC INVESTMENT ADVISORS LLC of BRENTWOOD, TN is an SEC-registered investment adviser (CRD 108943). Regulatory assets under management: $2.2B.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth, Other.

Officers, owners & control persons (16)

NameRoleLocation
David Kenneth MorganDIRECTOR SINCE 01/1998, SECRETARY AS OF 1/1/2025
Gregory Michael HermanPRESIDENT, DIRECTOR
Derek Christopher BlandINVESTMENT ADVISOR, SHAREHOLDER AS OF 12/2014 DIRECTOR AS OF 01/2025
Andrew St John ReidINVESTMENT ADVISOR, SHAREHOLDER AS OF 12/2019 DIRECTOR AS OF 01/2025
John Alfred LitchfieldDIRECTOR AS OF 01/2025 TREASURER AS OF 01/2022
Myles Reid BlechnerCHIEF COMPLIANCE OFFICER
Tracey HillCHIEF COMPLIANCE OFFICERBrentwood, TN
CAIN ROY MICHAELTREASURER, DIRECTOR
MORGAN DAVID KENNETHSECRETARY, DIRECTOR
HERMAN GREGORY MICHAELPRESIDENT, DIRECTOR
JORDAN ROBERT ANDREWCHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/OPERATIONS; OPERATIONS MGR./CHIEF COMPLIANCE OFFICER
REID MARSHALL JOHNINVESTMENT ADVISER; SHAREHOLDER-INVESTMENT ADVISER
HILL TRACEYCHIEF COMPLIANCE OFFICER
BLAND DEREK CHRISTOPHERINVESTMENT ADVISER; SHAREHOLDER- INVESTMENT ADVISER
LITCHFIELD JOHN ALFREDTREASURER
Andrew St. John ReidINVESTMENT ADVISOR, SHAREHOLDER AS OF 12/2019 DIRECTOR AS OF 01/2025

Branch offices (8)

CityStateEmployeesPhone
CHATTANOOGATN3423-756-6585
KNOXVILLETN3(865) 691-9000
LOUISVILLEKY3502-585-1600
MEMPHISTN3901-685-1040
CHATTANOOGATN3423-756-6585
KNOXVILLETN3(865) 691-9000
LOUISVILLEKY3502-585-1600
MEMPHISTN3901-685-1040

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