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| BHK Investment Advisors LLC
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| |
|---|---|
| CRD # | 140515 |
| SEC # | 801-66669 |
| CIK # | 0001710539 |
| AUM | $664.1 MM (2024-03-25) |
| Employees | 10 (60% Investors, 60% Brokers) |
| Phone | 205-322-2025 |
| Address | 2200 Lakeshore Drive Birmingham, AL 35209-8803 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 8.5 | |
| JPM | 340,169.2 | 2.1 | |
| AMZN | 1,092,997.8 | 1.8 | |
| MSFT | 1,918,222.4 | 1.5 | |
| LLY | 301,789.7 | 1.4 | |
| TFC | 64,400.5 | 1.4 | |
| RF | 18,157.3 | 1.1 | |
| CSL | 12,394.7 | 1.0 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 120 | 41.3 |
| (b) Individuals (high net worth individuals) | 171 | 363.0 |
| (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 | 165.6 |
| (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 | 15 | 94.1 |
| (n) Other | 0 | 0.0 |
| Total | 753 | 664.1 |
| By Discretionary | ||
| Discretionary | 523 | 321.3 |
| Non-Discretionary | 230 | 342.8 |
| Total | 753 | 664.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 664.1 | |
| Total | 753 | 664.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001710539] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
BHK Investment Advisors LLC
✚
|
AL | 0.7 |
|
BHK Securities LLC
✚
|
AL | 0.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
The Capital Management Corporation
✚
|
VA | 0.7 |
|
PCG Wealth Advisors LLC
✚
|
KS | 0.7 |
|
Basepoint Wealth LLC
✚
|
IA | 0.7 |
|
Engrave Wealth Partners LLC
✚
|
TX | 0.7 |
|
Marshall & Sterling Wealth Advisors Inc
✚
|
NY | 0.7 |
|
Keelan Capital LLC
✚
|
GA | 0.7 |
|
Riverbend Capital Advisors LLC
✚
|
IL | 0.7 |
|
Fitzroy Investment Advisors LLC
✚
|
FL | 0.7 |
|
St James Investment Company LLC
✚
|
TX | 0.7 |
|
Beacon Financial Group Inc
✚
|
OH | 0.7 |