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| TBH Global Asset Management LLC
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| |
|---|---|
| CRD # | 145536 |
| SEC # | 801-68624 |
| CIK # | 0001787125 |
| AUM | $1.1 BB (2024-03-13) |
| Employees | 21 (0% Investors, 10% Brokers) |
| Phone | 615-690-4820 |
| Address | 6 Cadillac Dr Brentwood, TN 37027 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001787125 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Apple Inc | 2,382,844.0 | 40.0 | |
| Alphabet Inc | 1,482,566.4 | 9.6 | |
| Microsoft Corp | 1,918,222.4 | 9.4 | |
| Mastercard Inc | 309,583.1 | 8.3 | |
| Alphabet Inc | 1,475,138.5 | 8.2 | |
| Amazon Com Inc | 1,092,997.8 | 7.5 | |
| Exxon Mobil Corp | 385,508.3 | 5.9 | |
| Facebook Inc | 434,852.0 | 4.7 | |
| Costco Wholesale Corp /NEW | 207,576.9 | 4.4 | |
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| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 635 | 127.4 |
| (b) Individuals (high net worth individuals) | 335 | 950.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 43 | 30.2 |
| (n) Other | 0 | 0.0 |
| Total | 3,449 | 1,108.0 |
| By Discretionary | ||
| Discretionary | 3,436 | 1,086.1 |
| Non-Discretionary | 13 | 21.9 |
| Total | 3,449 | 1,108.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 1,107.9 | |
| Total | 3,449 | 1,108.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001787125] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
TBH Global Asset Management LLC
✚
|
TN | 1.1 |
|
TBH Advisors LLC
✚
|
TN | 0.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Ascent Wealth Partners LLC
✚
|
NY | 1.1 |
|
RVW Wealth LLC
✚
|
CA | 1.1 |
|
Petredis Investment Advisors LLC
✚
|
PA | 1.1 |
|
Greene Wealth Management LLC
✚
|
WA | 1.1 |
|
Crossmark Wealth Management LLC
✚
|
TX | 1.1 |
|
Emergent Financial Services LLC
✚
|
VA | 1.1 |
|
Kowal Investment Group LLC
✚
|
WI | 1.1 |
|
Select Money Management Inc
✚
|
CA | 1.1 |
|
Grassi Investment Management LLC
✚
|
CA | 1.1 |
|
PFG Investments LLC
✚
|
NY | 1.1 |