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| Happy Holidays!! thanks for using AUM13F!! |
| BHK Investment Advisors LLC
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| CRD # | 140515 |
| SEC # | 801-66669 |
| CIK # | 0001710539 |
| AUM | $755.8 M (2025-03-24) |
| Employees | 7 (57% Investors, 57% Brokers) |
| Phone | 205-322-2025 |
| Address | 2200 Lakeshore Drive Birmingham, AL 35209-8803 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.8 | ||
| J P Morgan Chase & Co | 2.3 | ||
| Amazon Com Inc | 1.5 | ||
| Microsoft Corp | 1.4 | ||
| Carlisle Companies Inc | 1.0 | ||
| BB&T Corp | 0.9 | ||
| Automatic Data Processing Inc | 0.9 | ||
| BlackRock Inc | 0.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 120 | 43.9 |
| (b) Individuals (high net worth individuals) | 171 | 406.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 196.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 109.5 |
| (n) Other | 0 | 0.0 |
| Total | 751 | 755.8 |
| By Discretionary | ||
| Discretionary | 524 | 347.8 |
| Non-Discretionary | 227 | 408.0 |
| Total | 751 | 755.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 755.8 | |
| Total | 751 | 755.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001710539] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
BHK Investment Advisors LLC
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|
AL | 0.8 |
|
BHK Securities LLC
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|
AL | 0.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Affinity Wealth Management LLC
✚
|
DE | 0.8 |
|
Pennsylvania Capital Management Inc
✚
|
PA | 0.8 |
|
Strategic Advisors LLC
✚
|
NY | 0.8 |
|
All Star Financial LLC
✚
|
MN | 0.8 |
|
Whalerock Point Partners LLC
✚
|
RI | 0.8 |
|
Morling Financial Advisors LLC
✚
|
CA | 0.8 |
|
Bruton Chisnell Advisors LLC
✚
|
PA | 0.8 |
|
Mirador Capital Partners LP
✚
|
CA | 0.8 |
|
Torreyana Capital LLC
✚
|
CA | 0.8 |
|
Liberty Capital Management Inc
✚
|
MI | 0.8 |