# LBMC INVESTMENT ADVISORS LLC

LBMC INVESTMENT ADVISORS LLC of BRENTWOOD, TN is an SEC-registered investment adviser.

## Registration

- CRD: 108943
- Type: SEC-registered investment adviser
- SEC file number: 801-55589
- Location: 201 FRANKLIN ROAD, SUITE 400, BRENTWOOD, TN, 37027
- Phone: 615-377-4603
- Latest filing: 2026-03-27
- Regulatory AUM: $2.2B
- Discretionary AUM: $2.2B
- Clients: 8
- Accounts: 1,667

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth, Other

## Officers, owners & control persons (16)

| Name | Role | Location |
| --- | --- | --- |
| David Kenneth Morgan | DIRECTOR SINCE 01/1998, SECRETARY AS OF 1/1/2025 | — |
| Gregory Michael Herman | PRESIDENT, DIRECTOR | — |
| Derek Christopher Bland | INVESTMENT ADVISOR, SHAREHOLDER AS OF 12/2014   DIRECTOR AS OF 01/2025 | — |
| Andrew St John Reid | INVESTMENT ADVISOR, SHAREHOLDER AS OF 12/2019    DIRECTOR AS OF 01/2025 | — |
| John Alfred Litchfield | DIRECTOR AS OF 01/2025   TREASURER AS OF 01/2022 | — |
| Myles Reid Blechner | CHIEF COMPLIANCE OFFICER | — |
| Tracey Hill | CHIEF COMPLIANCE OFFICER | Brentwood, TN |
| CAIN ROY MICHAEL | TREASURER, DIRECTOR | — |
| MORGAN DAVID KENNETH | SECRETARY, DIRECTOR | — |
| HERMAN GREGORY MICHAEL | PRESIDENT, DIRECTOR | — |
| JORDAN ROBERT ANDREW | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/OPERATIONS; OPERATIONS MGR./CHIEF COMPLIANCE OFFICER | — |
| REID MARSHALL JOHN | INVESTMENT ADVISER; SHAREHOLDER-INVESTMENT ADVISER | — |
| HILL TRACEY | CHIEF COMPLIANCE OFFICER | — |
| BLAND DEREK CHRISTOPHER | INVESTMENT ADVISER; SHAREHOLDER- INVESTMENT ADVISER | — |
| LITCHFIELD JOHN ALFRED | TREASURER | — |
| Andrew St. John Reid | INVESTMENT ADVISOR, SHAREHOLDER AS OF 12/2019    DIRECTOR AS OF 01/2025 | — |


## Branch offices (8)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| CHATTANOOGA | TN | 3 | 423-756-6585 |
| KNOXVILLE | TN | 3 | (865) 691-9000 |
| LOUISVILLE | KY | 3 | 502-585-1600 |
| MEMPHIS | TN | 3 | 901-685-1040 |
| CHATTANOOGA | TN | 3 | 423-756-6585 |
| KNOXVILLE | TN | 3 | (865) 691-9000 |
| LOUISVILLE | KY | 3 | 502-585-1600 |
| MEMPHIS | TN | 3 | 901-685-1040 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108943/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108943/similar
- Related entities: https://search.stillhousedata.com/firm/108943/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108943

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.