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TBH GLOBAL ASSET MANAGEMENT, LLC

BRENTWOOD, TN · CRD 145536 · IAPD ↗ · 615-690-4820

$1.48BRegulatory AUM
0Advisory reps
22Employees
25Clients
1-10Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — TBH GLOBAL ASSET MANAGEMENT, LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
April 2025 — TBH GLOBAL ASSET MANAGEMENT, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — TBH GLOBAL ASSET MANAGEMENT, LLC added office(s): 1 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2024 — TBH GLOBAL ASSET MANAGEMENT, LLC shrank from 12 to 0 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
85
April 2024 — TBH GLOBAL ASSET MANAGEMENT, LLC crossed $1B in regulatory AUM ($951.2M -> $1.11B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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