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TBH Global Asset Management, LLC

TBH Global Asset Management, LLC. CRD 145536

TBH Global Asset Management, LLC logo

CRD: 145536

TBH Global Asset Management, LLC

$1.5B Total AUM
$1.4B Disc. AUM
15.9% 3Y CAGR
22 Employees
1,079 ADV. Clients
18 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS ยท SEI
Clients
Retail and Institutional
Platforms
Available
Established Date
01-02-2008
Office Locations
2

Office Locations

125 3RD Avenue North Franklin TN
6 Cadillac Dr. Suite 300 Brentwood TN

About TBH Global Asset Management, LLC

TBH Global Asset Management, LLC is a Brentwood-based RIA with 2 offices. The firm has been operating for 18 years. Managing $1.5B in total assets under management, They custody assets with Fidelity/NFS and SEI.

Team overview

39 AVG AGE
-- AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
9.2 yrs AVG TENURE
22 Employees
0 Advisory Reps
14 RIA Reps
18yrs Firm Age

Insights

Available
Available
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Accredited Investors

Available

Asset Classes

Available

Client Personas

Available

Investment Themes

Available

Investment Vehicles

Available

Platform

Available

Services

Available

Technology

Available

Owner & Executives

J

JONES NICHOLAS WARF

Chief Compliance Officer

CRD
#4055382
Ownership
Less than 5%
Available
Available
Available

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Contacts

TRAVIS SCOTT ANDERSON

TRAVIS SCOTT ANDERSON

Advisor

CRD
#5527103
Available
Available
Available
W

WILLIAM LYTTLETON BUTLER

Financial Advisor, General Partner

CRD
#5819916
Available
Available
Available

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-21-2022
03-20-2023
03-13-2024
03-20-2025
03-23-2026
Category Assets AVG. Account size
Discretionary $1,431,416,296 $385,204
Non-Discretionary $49,642,093 $2,612,742
Total $1,481,058,389 $396,535

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Public Funds:
Available
Equity - Exchange:
Available
Cash:
Available
Municipal Bonds:
Available
U.S. Government/Agency:
Available
Corporate - Investment Grade:
Available
Asset class Assets Assets %
Public Funds Available Available
Equity - Exchange Available Available
Cash Available Available
Municipal Bonds Available Available
U.S. Government/Agency 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
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