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| TBH Global Asset Management LLC
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|---|---|
| CRD # | 145536 |
| SEC # | 801-68624 |
| CIK # | 0001787125 |
| AUM | 1,481.1 M (2026-03-23) |
| Employees | 22 (0% Investors, 9% Brokers) |
| Phone | 615-690-4820 |
| Address | 6 Cadillac Dr Brentwood, TN 37027 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 53.3 | ||
| Alphabet Inc | 13.7 | ||
| Alphabet Inc | 10.7 | ||
| Amazon Com Inc | 9.6 | ||
| Mastercard Inc | 9.1 | ||
| Microsoft Corp | 8.2 | ||
| Facebook Inc | 7.1 | ||
| Wal Mart Stores Inc | 5.4 | ||
| Costco Wholesale Corp /NEW | 4.7 | ||
| J P Morgan Chase & Co | 4.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 571 | 112.0 |
| (b) Individuals (high net worth individuals) | 431 | 1,332.0 |
| (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 | 0 | 0.0 |
| (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 | 52 | 37.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,735 | 1,481.1 |
| By Discretionary | ||
| Discretionary | 3,716 | 1,431.4 |
| Non-Discretionary | 19 | 49.6 |
| Total | 3,735 | 1,481.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,481.1 | |
| Total | 3,735 | 1,481.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001787125] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Clients | 25 |
| Serves | Institutional, Retail |
| Related Firms | State | AUM |
|---|---|---|
|
TBH Global Asset Management LLC
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|
TN | 1,481.1 M |
|
TBH Advisors LLC
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|
TN |
| Comparable Firms | State | AUM |
|---|---|---|
|
Virtus Capital Advisers LLC
✚
|
CT | 1,492.6 M |
|
Sunesis Advisors LLC
✚
|
KS | 1,484.6 M |
|
Spartan Wealth Advisory Services LLC
✚
|
MI | 1,484.2 M |
|
Quantum Financial Advisors LLC
✚
|
CA | 1,484.1 M |
|
Ranger Investment Management LP
✚
|
TX | 1,483.8 M |
|
Cullinan Associates Inc
✚
|
KY | 1,481.6 M |
|
TA Realty LLC
✚
|
MA | 1,476.7 M |
|
Eclectic Associates Inc
✚
|
CA | 1,473.5 M |
|
Serenus Wealth Advisors LLC
✚
|
CA | 1,473.3 M |
|
HHM Wealth Advisors LLC
✚
|
TN | 1,472.0 M |