This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-17-2006
- Office Locations
- 1
Office Locations
About BHK Investment Advisors
BHK Investment Advisors is a Birmingham, AL RIA serving retail and institutional clients with asset management and holistic planning (financial, estate, retirement, insurance, and business succession). The firm emphasizes a time-tested, integrity-driven investment approach focused on asset allocation and risk management, with portfolios heavily implemented via ETFs and public funds, and custody commonly at Charles Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
MEREDYTH ROBERTS HAZZARD
Chief Executive Officer, Chief Financial Officer, Finop
- CRD
- #1427196
- Ownership
- Less than 5%
JAMES BAILEY KNIGHT
Chief Compliance Officer, Partner
- CRD
- #2787109
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
ROBERT LEE BARNETT
--
- CRD
- #1343915
William Martin Beasley
--
- CRD
- #1750089
Vector alpha
Timber capital fusion
- CRD
- #25012
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $376,113,510 | $699,096 |
| Non-Discretionary | $417,951,015 | $1,793,781 |
| Total | $794,064,525 | $1,029,915 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $794,064,525
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,759,171,807 | 35.5% |
| Equity - Exchange | $2,051,891,146 | 26.4% |
| Cash | $862,726,959 | 11.1% |
| Private Funds | $2,098,525,036 | 27.0% |
| Total | $7,772,314,948 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| DELTA PIONEER | HORIZON FOUNDATION | 5ZHIBLMSU | XAYSB | 7.79% | $45,481,389 |
| MATRIX EMBER RIDGE | EAGLE ELEMENT | 48X2I3DBO | GSMV | 7.41% | $45,807,394 |
| PATHWAY MATRIX | CREST GLACIER | 9E7XOYP2T | PKGLI | 10.85% | $76,418,508 |
| VITAL VITAL VECTOR | MATRIX ELEMENT | DE15HDH28 | XAGUJ | 7.34% | $53,067,359 |
| CATALYST MERIDIAN CATALYST | OPTIMA CAPITAL | ZG1CB5A00 | SJY | 3.44% | $11,407,513 |
| SIGNAL UNISON RADIAL | PATHWAY UNISON | 91QFUVTRH | NBG | 4.31% | $97,395,707 |
| CATALYST FUSION | LEGACY MATRIX | M8BMB4R4Q | XKGMA | 3.16% | $37,453,953 |
| UNISON QUANTUM CATALYST | CAPITAL HORIZON | 7TWS0TDHC | YOPUH | 1.27% | $58,603,755 |