LBMC INVESTMENT ADVISORS LLC
Legal name: LBMC INVESTMENT ADVISORS, LLC
CRD #108943 SEC #801-55589 BRENTWOOD, TN 615-377-4603
SEC Registered
Total AUM
$2B
Discretionary
$2B
Employees
8
Clients
0
Accounts
1,655
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $2B | $2B | $0 | 8 | 5 |
| Jan 2025 | $2B | $2B | $0 | 8 | 5 |
| Jan 2025 | $2B | $2B | $0 | 8 | 5 |
| Nov 2024 | $1.8B | $1.8B | $0 | 7 | 4 |
| Feb 2024 | $1.8B | $1.8B | $0 | 7 | 4 |
| Jun 2023 | $1.6B | $1.6B | $13.1M | 9 | 4 |
| Feb 2023 | $1.6B | $1.6B | $13.1M | 9 | 4 |
| Mar 2022 | $1.9B | $1.9B | $25.2M | 9 | 4 |
| Feb 2021 | $1.5B | $1.5B | $35.9M | 9 | 2 |
| Jan 2021 | $1.3B | $1.3B | $14.7M | 9 | 2 |
| Jul 2020 | $1.3B | $1.3B | $14.7M | 8 | 2 |
| Jun 2020 | $1.3B | $1.3B | $14.7M | 8 | 2 |
| Mar 2020 | $1.3B | $1.3B | $14.7M | 8 | 2 |
| Mar 2019 | $1.1B | $1.1B | $12.8M | 8 | 1 |
| Mar 2018 | $1.2B | $1.1B | $14.7M | 8 | 1 |
| Mar 2017 | $1B | $1B | $20M | 7 | 300 |
| Oct 2016 | $941.2M | $928.2M | $13M | 7 | 300 |
| Mar 2016 | $941.2M | $928.2M | $13M | 7 | 300 |
| Mar 2016 | $941.2M | $928.2M | $13M | 7 | 300 |
| Oct 2015 | $929.2M | $910.1M | $19.2M | 5 | 200 |
| Sep 2015 | $929.2M | $910.1M | $19.2M | 5 | 200 |
| Mar 2015 | $929.2M | $910.1M | $19.2M | 5 | 200 |
| Feb 2015 | $904.2M | $887.7M | $16.5M | 5 | 200 |
| Dec 2014 | $904.2M | $887.7M | $16.5M | 5 | 200 |
| Jul 2014 | $904.2M | $887.7M | $16.5M | 5 | 200 |
| Feb 2014 | $904.2M | $887.7M | $16.5M | 5 | 200 |
| Oct 2013 | $683.1M | $660.6M | $22.5M | 5 | 200 |
| Aug 2013 | $683.1M | $660.6M | $22.5M | 5 | 200 |
| Feb 2013 | $683.1M | $660.6M | $22.5M | 5 | 200 |
| May 2012 | $665.7M | $625.7M | $40M | 1 | 200 |
| Mar 2012 | $665.7M | $625.7M | $40M | 1 | 200 |
| Mar 2011 | $326.2M | $264.9M | $61.3M | 5 | -- |
| Mar 2007 | $223.7M | $174.5M | $49.2M | 5 | -- |
| Mar 2006 | $170.4M | $130.4M | $40M | 5 | -- |
| May 2005 | $145M | $98.1M | $46.9M | 5 | -- |
| Apr 2002 | $57.7M | $57.7M | $0 | 5 | -- |
| Mar 2002 | $57.7M | $57.7M | $0 | 5 | -- |
| Oct 2001 | $60.5M | $60.5M | $0 | 5 | -- |
DateSep 2025
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees8
Clients5
DateJan 2025
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees8
Clients5
DateJan 2025
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees8
Clients5
DateNov 2024
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees7
Clients4
DateFeb 2024
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees7
Clients4
DateJun 2023
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$13.1M
Employees9
Clients4
DateFeb 2023
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$13.1M
Employees9
Clients4
DateMar 2022
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$25.2M
Employees9
Clients4
DateFeb 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$35.9M
Employees9
Clients2
DateJan 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$14.7M
Employees9
Clients2
DateJul 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$14.7M
Employees8
Clients2
DateJun 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$14.7M
Employees8
Clients2
DateMar 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$14.7M
Employees8
Clients2
DateMar 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$12.8M
Employees8
Clients1
DateMar 2018
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$14.7M
Employees8
Clients1
DateMar 2017
Total AUM$1B
Discretionary$1B
Non-Disc.$20M
Employees7
Clients300
DateOct 2016
Total AUM$941.2M
Discretionary$928.2M
Non-Disc.$13M
Employees7
Clients300
DateMar 2016
Total AUM$941.2M
Discretionary$928.2M
Non-Disc.$13M
Employees7
Clients300
DateMar 2016
Total AUM$941.2M
Discretionary$928.2M
Non-Disc.$13M
Employees7
Clients300
DateOct 2015
Total AUM$929.2M
Discretionary$910.1M
Non-Disc.$19.2M
Employees5
Clients200
DateSep 2015
Total AUM$929.2M
Discretionary$910.1M
Non-Disc.$19.2M
Employees5
Clients200
DateMar 2015
Total AUM$929.2M
Discretionary$910.1M
Non-Disc.$19.2M
Employees5
Clients200
DateFeb 2015
Total AUM$904.2M
Discretionary$887.7M
Non-Disc.$16.5M
Employees5
Clients200
DateDec 2014
Total AUM$904.2M
Discretionary$887.7M
Non-Disc.$16.5M
Employees5
Clients200
DateJul 2014
Total AUM$904.2M
Discretionary$887.7M
Non-Disc.$16.5M
Employees5
Clients200
DateFeb 2014
Total AUM$904.2M
Discretionary$887.7M
Non-Disc.$16.5M
Employees5
Clients200
DateOct 2013
Total AUM$683.1M
Discretionary$660.6M
Non-Disc.$22.5M
Employees5
Clients200
DateAug 2013
Total AUM$683.1M
Discretionary$660.6M
Non-Disc.$22.5M
Employees5
Clients200
DateFeb 2013
Total AUM$683.1M
Discretionary$660.6M
Non-Disc.$22.5M
Employees5
Clients200
DateMay 2012
Total AUM$665.7M
Discretionary$625.7M
Non-Disc.$40M
Employees1
Clients200
DateMar 2012
Total AUM$665.7M
Discretionary$625.7M
Non-Disc.$40M
Employees1
Clients200
DateMar 2011
Total AUM$326.2M
Discretionary$264.9M
Non-Disc.$61.3M
Employees5
Clients--
DateMar 2007
Total AUM$223.7M
Discretionary$174.5M
Non-Disc.$49.2M
Employees5
Clients--
DateMar 2006
Total AUM$170.4M
Discretionary$130.4M
Non-Disc.$40M
Employees5
Clients--
DateMay 2005
Total AUM$145M
Discretionary$98.1M
Non-Disc.$46.9M
Employees5
Clients--
DateApr 2002
Total AUM$57.7M
Discretionary$57.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$57.7M
Discretionary$57.7M
Non-Disc.$0
Employees5
Clients--
DateOct 2001
Total AUM$60.5M
Discretionary$60.5M
Non-Disc.$0
Employees5
Clients--