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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| TBH Global Asset Management LLC
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|---|---|
| CRD # | 145536 |
| SEC # | 801-68624 |
| CIK # | 0001787125 |
| AUM | $1.3 B (2025-03-20) |
| Employees | 20 (0% Investors, 10% Brokers) |
| Phone | 615-690-4820 |
| Address | 6 Cadillac Dr Brentwood, TN 37027 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 44.0 | ||
| Alphabet Inc | 16.3 | ||
| Amazon Com Inc | 10.9 | ||
| Mastercard Inc | 10.2 | ||
| Microsoft Corp | 9.6 | ||
| Facebook Inc | 8.6 | ||
| Exxon Mobil Corp | 5.3 | ||
| Costco Wholesale Corp /NEW | 4.9 | ||
| J P Morgan Chase & Co | 4.5 | ||
| VISA Inc | 3.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 621 | 115.0 |
| (b) Individuals (high net worth individuals) | 363 | 1,113.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 26 | 46.4 |
| (n) Other | 0 | 0.0 |
| Total | 3,627 | 1,274.7 |
| By Discretionary | ||
| Discretionary | 3,617 | 1,227.3 |
| Non-Discretionary | 10 | 47.4 |
| Total | 3,627 | 1,274.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 1,274.5 | |
| Total | 3,627 | 1,274.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001787125] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
TBH Global Asset Management LLC
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|
TN | 1.3 |
|
TBH Advisors LLC
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|
TN | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
CJM Wealth Advisers Ltd
✚
|
VA | 1.3 |
|
Bigsur Wealth Management LLC
✚
|
FL | 1.3 |
|
Claro Advisors LLC
✚
|
MA | 1.3 |
|
Petersen Hastings Wealth Advisors Inc
✚
|
WA | 1.3 |
|
Meramec Financial Planners LLC
✚
|
MO | 1.3 |
|
Northern Trust Securities Inc
✚
|
IL | 1.3 |
|
Cumberland Investment Counsel Inc
✚
|
1.3 | |
|
Wealthplan Partners LLC
✚
|
NE | 1.3 |
|
Kings Path Partners LLC
✚
|
TX | 1.3 |
|
Palisade Asset Management LLC
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|
MN | 1.3 |