$431.2M Total AUM
$431.2M Disc. AUM
18.0% 3Y CAGR
7 Employees
199 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-03-2003
- Office Locations
- 1
Office Locations
6322 Deane Hill Drive Knoxville TN
About NBZ Investment Advisors, LLC
NBZ Investment Advisors is a Knoxville-based RIA helping clients preserve wealth through holistic, integrated investment planning that aligns portfolio strategy with tax, estate, and retirement goals. Using financial modeling and a structured risk-tolerance questionnaire, the firm builds personalized, diversified allocations and acts as a fiduciary. Custody includes Charles Schwab.
Team overview
33 AVG AGE
$107.8M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
8 yrs AVG TENURE
7 Employees
4 Advisory Reps
3 RIA Reps
23yrs Firm Age
Insights
Available
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Available
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Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
R
RICHARD IRA ZIVI JR.
Chief Compliance Officer, Managing Member, Partner
- CRD
- #4602508
- Ownership
- 50% but less than 75%
Available
Available
Available
T
TERRY RAY HALL
Advisor, Owner
- CRD
- --
- Ownership
- 10% but less than 25%
Available
Available
Available
Showing 2 of 7 owners & executives
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A
AMANDA MAPLES COPELAND
Investment Advisor
- CRD
- #4024066
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $431,161,080 | $815,049 |
| Non-Discretionary | $0 | -- |
| Total | $431,161,080 | $815,049 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Municipal Bonds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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