# NBZ INVESTMENT ADVISORS, LLC

NBZ INVESTMENT ADVISORS, LLC of KNOXVILLE, TN is an SEC-registered investment adviser.

## Registration

- CRD: 123902
- Type: SEC-registered investment adviser
- SEC file number: 801-62087
- Location: 6322 DEANE HILL DRIVE, KNOXVILLE, TN, 37919
- Phone: 865.584.1184
- Latest filing: 2026-03-25
- Regulatory AUM: $431.2M
- Discretionary AUM: $431.2M
- Clients: 7
- Accounts: 529

## Business model

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

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| Richard Ira Zivi | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| Bradley Edward Stooksbury | OWNER | — |
| Terry Ray Hall | OWNER | — |
| Lucinda Jensen Segers | OWNER | — |
| Kimberly Michelle Peters | OWNER | — |
| BALL ROGER LEE | MANAGING MEMBER | — |
| NOVINGER JEFFREY HALVER | MANAGING MEMBER | — |
| ZIVI RICHARD IRA | MANAGING MEMBER; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| STOOKSBURY BRADLEY EDWARD | OWNER | — |
| HALL TERRY RAY | OWNER | — |
| SEGERS LUCINDA JENSEN | OWNER | — |
| PETERS KIMBERLY MICHELLE | OWNER | — |
| Samuel Alexander Zivi | OWNER | — |
| Bradley James Haston | OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/123902/brochure
- Similar advisers: https://search.stillhousedata.com/firm/123902/similar
- Related entities: https://search.stillhousedata.com/firm/123902/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/123902

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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.