LBMC Investment Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$2,176,637,901
Clients
485
Advisors
4
of 8 employees
About
LBMC Investment Advisors, LLC provides discretionary portfolio management to individuals, high net worth individuals, corporate entities, and foundations and manages over $2 billion in client assets. Its services focus on ongoing portfolio review and allocation among index funds, mutual funds, bonds, exchange-traded funds and other investments, with reports provided at least quarterly.
The firm’s investment approach is grounded in Modern Portfolio Theory, emphasizing diversified, asset-class allocations, low-cost funds, and minimizing fees and transaction costs; it uses tools such as Morningstar, risk questionnaires and Monte Carlo simulations to set objectives and monitor accounts. LBMCIA treats cash as an asset class for allocation and fee billing and typically manages accounts on a discretionary basis consistent with clients’ stated investment objectives.
The brochure discloses an affiliation with the regional accounting firm LBMC, PC, including cross-referral and promoter arrangements and written disclosure to referred clients, and describes participation in referral programs with custodians (including past participation in Fidelity’s WAS program and ongoing Schwab referral arrangements). The firm’s marketing disclosures also note the use of client testimonials in advertising, and the brochure indicates LBMCIA does not provide standalone financial planning services, reflecting an advisory model focused on portfolio management rather than comprehensive planning.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.00% annually $2,000,001 - $4,000,000: 0.75% annually $4,000,001 - $6,000,000: 0.65% annually $6,000,001 - $10,000,000: 0.60% annually $10,000,001+: 0.50% annually
Minimum fee: Minimum quarterly fee of $500, waivable at firm's discretion
Main office
201 Franklin Road, Suite 400
Brentwood TN 37027
Advisors at this office
4
Most active in
Alabama · Florida · Georgia · Kentucky · Louisiana · Mississippi · Tennessee · Texas
Also doing business as
Lbmc Investment Advisors LLC · Lbmc Investment Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Gregory H
CFP®
Brentwood, TN
LBMC Investment Advisors, LLC
Gregory Herman is a CFP® professional with 22 years of industry experience, currently serving at LBMC Investment Advisors, LLC since 1999. He is based in Brentwood, TN and is part of a three-advisor team at the firm. LBMC Investment Advisors, LLC provides discretionary portfolio management and advisory services to individuals, high net worth clients, corporate entities, and foundations, managing approximately $1.95 billion in assets. The firm’s investment approach is grounded in Modern Portfolio Theory, emphasizing diversification, cost minimization, and after-tax outcomes, and benefits from its affiliation with the regional accounting firm LBMC, PC.
Thomas H
Series 63, Series 65
Brentwood, TN
LBMC Investment Advisors, LLC
Thomas Hatfield is a financial advisor at LBMC Investment Advisors, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Brasada Capital Management, LP, Pacer Financial, Inc., and Jackson National Life Distributors. LBMC Investment Advisors, LLC provides discretionary portfolio management services to individuals, high net worth clients, corporate entities, and foundations, managing over $2 billion in assets. The firm’s investment approach is based on Modern Portfolio Theory, focusing on diversified asset allocation using low-cost funds while minimizing fees and transaction costs.
Andrew R
CFP®
Brentwood, TN
LBMC Investment Advisors, LLC
Andrew Reid is a CFP® professional with 10 years of experience in financial advising. He has been with LBMC Investment Advisors, LLC since 2014. LBMC Investment Advisors, LLC provides discretionary portfolio management and advisory services to individuals, high net worth clients, corporate entities, and foundations, managing approximately $1.95 billion in assets. The firm employs a Modern Portfolio Theory-based investment process focused on diversification, cost minimization, and after-tax outcomes, and is affiliated with the regional accounting firm LBMC, PC.
Derek B
CFP®, PFS™, Series 63, Series 65
Brentwood, TN
LBMC Investment Advisors, LLC
Derek Bland is a CFP® and PFS™ credentialed financial advisor with 18 years of experience, currently serving at LBMC Investment Advisors, LLC since 2008. He holds Series 63 and Series 65 licenses and works out of Brentwood, TN. LBMC Investment Advisors, LLC provides discretionary portfolio management and advisory services to individuals, high net worth clients, corporate entities, and foundations, managing approximately $1.95 billion in assets. The firm’s investment approach emphasizes diversification, cost minimization, and after-tax outcomes, utilizing Modern Portfolio Theory and various analytical tools.
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