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| Happy Holidays!! thanks for using AUM13F!! |
| LBMC Investment Advisors LLC
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|---|---|
| CRD # | 108943 |
| SEC # | 801-55589 |
| CIK # | 0001062221, 0001536924 |
| AUM | $2.0 B (2025-01-29) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Phone | 615-377-4603 |
| Address | 201 Franklin Road Brentwood, TN 37027 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| HCA Holdings Inc | 17.3 | ||
| Apple Inc | 13.2 | ||
| Microsoft Corp | 7.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 242 | 277.9 |
| (b) Individuals (high net worth individuals) | 232 | 1,626.2 |
| (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 | 0.0 |
| (h) Charitable organizations | 7 | 11.9 |
| (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 | 10 | 37.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,655 | 1,953.9 |
| By Discretionary | ||
| Discretionary | 1,655 | 1,953.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,655 | 1,953.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 1,953.5 | |
| Total | 1,655 | 1,953.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001536924] |
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|---|---|---|
|
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✚
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CA | 2.0 |
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Trumbower Financial Advisors LLC
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MD | 1.8 |