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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| BHK Securities LLC
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| CRD # | 139665 |
| SEC # | 801-67198 |
| CIK # | |
| AUM | $133.8 M (2025-03-24) |
| Employees | 8 (38% Investors, 50% Brokers) |
| Phone | 205-322-2025 |
| Address | 2200 Lakeshore Drive Birmingham, AL 35209-8803 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 48 | 14.3 |
| (b) Individuals (high net worth individuals) | 66 | 116.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.3 |
| (n) Other | 0 | 0.0 |
| Total | 191 | 133.8 |
| By Discretionary | ||
| Discretionary | 63 | 56.5 |
| Non-Discretionary | 128 | 77.3 |
| Total | 191 | 133.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 133.8 | |
| Total | 191 | 133.8 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
BHK Investment Advisors LLC
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|
AL | 0.8 |
|
BHK Securities LLC
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|
AL | 0.1 |
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|---|---|---|
|
Forest Capital Operating Company LLC
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NC | 0.1 |
|
Foundry Wealth Advisors LLC
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MD | 0.1 |
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IN | 0.1 |
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Hanseatic Management Services Inc
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UT | 0.1 |
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|
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|
SC | 0.1 |
|
Waypoints Financial LLC
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|
FL | 0.1 |
|
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KS | 0.1 |
|
Balanced Asset Strategies Ltd
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IL | 0.1 |