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| BHK Investment Advisors LLC
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|---|---|
| CRD # | 140515 |
| SEC # | 801-66669 |
| CIK # | 0001710539 |
| AUM | $794.1 M (2026-04-27) |
| Employees | 9 (56% Investors, 56% Brokers) |
| Phone | 205-322-2025 |
| Address | 2200 Lakeshore Drive Birmingham, AL 35209-8803 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 6.4 | ||
| J P Morgan Chase & Co | 2.2 | ||
| DMY Technology Group Inc IV | 2.0 | ||
| Microsoft Corp | 1.6 | ||
| Amazon Com Inc | 1.5 | ||
| Applied Materials Inc /DE | 1.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 123 | 49.9 |
| (b) Individuals (high net worth individuals) | 181 | 433.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 199.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 110.7 |
| (n) Other | 0 | 0.0 |
| Total | 771 | 794.1 |
| By Discretionary | ||
| Discretionary | 538 | 376.1 |
| Non-Discretionary | 233 | 418.0 |
| Total | 771 | 794.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 794.1 | |
| Total | 771 | 794.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001710539] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
BHK Investment Advisors LLC
✚
|
AL | 0.8 |
|
BHK Securities LLC
✚
|
AL | 0.1 |
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|---|---|---|
|
Parisi Gray Wealth Management LLC
✚
|
NJ | 0.8 |
|
Brady Martz Wealth Solutions LLC
✚
|
ND | 0.8 |
|
Hurlow Wealth Management Group Inc
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|
IN | 0.8 |
|
Fortress Wealth Planning LLC
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|
FL | 0.8 |
|
Clayton Financial Group LLC
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|
MO | 0.8 |
|
Wealth Management Partners LLC
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|
AZ | 0.8 |
|
Ackerman Asset Management LLC
✚
|
0.8 | |
|
Centric Wealth Management LLC
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|
IL | 0.8 |
|
XP Advisory US Inc
✚
|
FL | 0.8 |
|
The Wealth Collaborative Inc
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|
CA | 0.8 |