L
$2.2B Total AUM
$2.2B Disc. AUM
-- 3Y CAGR
8 Employees
518 ADV. Clients
28 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Vital ridgeVital eagle +more
- Established Date
- 01-01-1998
- Office Locations
- 1
Office Locations
201 Franklin Road Suite 400 Brentwood TN
About Lbmc Investment Advisors, LLC
LBMC Investment Advisors is part of LBMC, a Nashville-headquartered accounting and business consulting firm serving privately held and private-equity-backed middle-market companies, healthcare organizations, and high-net-worth individuals. The RIA primarily implements portfolios with ETFs alongside fixed income (including munis) and can pair investment work with in-house tax, audit, and advisory expertise; primary custodians include Schwab and Fidelity/NFS.
Team overview
44 AVG AGE
$742.1M AVG AUM / ADVISOR
$4.3M AVG AUM / CLIENT
12.3 yrs AVG TENURE
8 Employees
3 Advisory Reps
4 RIA Reps
28yrs Firm Age
Insights
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Asset Classes
Element prime Zenith vital Focus pioneer Fusion Element Ember atlas Meridian Vector
Client Personas
Ember alpha Timber Fusion signal
CRM
North beacon
Custodian
Vector Eagle Momentum pioneer Oak frontier Insight Timber Legacy summit
Investment Themes
Delta timber Glacier Harbor optima Atlas signal Alpha
Investment Vehicles
Legacy vertex Frontier
Platform
Crest Pathway
Services
Capital Radial Matrix Capital Crest Prime Alpha Beacon focus Catalyst
Technology
Delta Glacier timber Insight ember
Owner & Executives
DEREK CHRISTOPHER BLAND
Investment Advisor
- CRD
- #4910595
- Ownership
- 10% but less than 25%
(636) 307-8980
catalyst.signal@focuscapital.com
in linkedin.com/in/glacier-prime
GREGORY MICHAEL HERMAN
DIRECTOR, Investment Advisor, President
- CRD
- #4368476
- Ownership
- 10% but less than 25%
(784) 807-9949
pathway.eagle@elementcapital.com
in linkedin.com/in/quantum-delta
M
Momentum foundation
Unison vertex
- CRD
- #88091
- Ownership
- 13.5%
(313) 964-4346
vector.momentum@ridgecapital.com
in linkedin.com/in/wave-wave
Showing 2 of 6 owners & executives
Unlock allContacts
Thomas Clay Hatfield
--
- CRD
- #6810733
(368) 333-8007
radial.fusion@oakcapital.com
in linkedin.com/in/peak-bridge
Showing 1 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,226,438,368 | $1,335,596 |
| Non-Discretionary | $0 | -- |
| Total | $2,226,438,368 | $1,335,596 |
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Separately Managed Accounts
Total SMA Asset: $2,226,438,368
Public Funds:
14.8% Equity - Exchange:
17.3% Municipal Bonds:
14.5% Private Funds:
12.1% Corporate - Investment Grade:
11.4% Corporate - Non-Investment Grade:
12.1% U.S. Government/Agency:
17.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $206,925,861 | 14.8% |
| Equity - Exchange | $241,879,554 | 17.3% |
| Municipal Bonds | $202,731,418 | 14.5% |
| Private Funds | $169,175,873 | 12.1% |
| Corporate - Investment Grade | $159,388,839 | 11.4% |
| Corporate - Non-Investment Grade | $169,175,873 | 12.1% |
| U.S. Government/Agency | $248,870,292 | 17.8% |
| Total | $1,398,147,710 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PIONEER WAVE | SIGNAL MOMENTUM | 644N2GNFO | BCR | 0.74% | $95,049,314 |
| SIGNAL CATALYST | VERTEX ELEMENT | FS0QSYMRA | XQASG | 0.90% | $107,714,001 |
| PRIME ZENITH FRONTIER | VITAL ATLAS | JO3M106GX | OEGL | 2.25% | $102,767,601 |
| FOUNDATION ATLAS TIMBER | OPTIMA HARBOR | 258O9IYOY | KYCX | 3.93% | $11,312,825 |
| ATLAS QUANTUM RADIAL | OPTIMA WAVE | LUUOUU0PI | EXB | 4.64% | $99,708,524 |
| BEACON VERTEX | OAK INSIGHT | 54J100UMY | UIBL | 9.81% | $75,853,633 |
| CAPITAL CATALYST | INSIGHT PIONEER | AHO6E3NHL | ZUNG | 3.81% | $20,753,524 |
| PATHWAY HARBOR | OAK FOCUS | P3QKWP3FT | KQX | 5.85% | $32,049,822 |