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LBMC INVESTMENT ADVISORS, LLC

BRENTWOOD, TN · CRD 108943 · IAPD ↗ · 615-377-4603

$2.23BRegulatory AUM
3Advisory reps
8Employees
5Clients
0Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
February 2025 — LBMC INVESTMENT ADVISORS, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
49
February 2024 — LBMC INVESTMENT ADVISORS, LLC notice-filed in NC, NM.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
February 2024 — LBMC INVESTMENT ADVISORS, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.