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| NBZ Investment Advisors LLC
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|---|---|
| CRD # | 123902 |
| SEC # | 801-62087 |
| CIK # | 0001998018 |
| AUM | 431.2 M (2026-03-25) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 865-584-1184 |
| Address | 6322 Deane Hill Drive Knoxville, TN 37919 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.3 | ||
| Alphabet Inc | 2.7 | ||
| Nvidia Corp | 2.4 | ||
| American Express Co | 1.6 | ||
| Microsoft Corp | 1.5 | ||
| GS Acquisition Holdings Corp | 1.2 | ||
| J P Morgan Chase & Co | 1.2 | ||
| Wells Fargo & Co/MN | 0.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 84 | 20.2 |
| (b) Individuals (high net worth individuals) | 114 | 410.6 |
| (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 | 0.4 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 529 | 431.2 |
| By Discretionary | ||
| Discretionary | 529 | 431.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 529 | 431.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 431.2 | |
| Total | 529 | 431.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001998018] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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TRED Avon Family Wealth LLC
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FSB Premier Wealth Management Inc
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MRWM Advisors LLC
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Causey Public Finance LLC
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430.9 M | |
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|
Shayne & Jacobs LLC
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