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⚲
|
| LBMC Investment Advisors LLC
✚
| |
|---|---|
| CRD # | 108943 |
| SEC # | 801-55589 |
| CIK # | 0001536924, 0001062221 |
| AUM | $1.8 BB (2024-02-01) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 615-377-4603 |
| Address | 201 Franklin Road Brentwood, TN 37027 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| HCA | 51,952.1 | 15.0 | |
| AAPL | 2,382,844.0 | 13.3 | |
| MSFT | 1,918,222.4 | 6.8 | |
| AMZN | 1,092,997.8 | 6.4 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 259 | 109.5 |
| (b) Individuals (high net worth individuals) | 276 | 1,644.1 |
| (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 | 1 | 1.7 |
| (h) Charitable organizations | 7 | 14.8 |
| (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 | 38.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,549 | 1,808.5 |
| By Discretionary | ||
| Discretionary | 1,549 | 1,808.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,549 | 1,808.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,808.5 | |
| Total | 1,549 | 1,808.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001536924] |
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