NBZ INVESTMENT ADVISORS, LLC
CRD #123902 SEC #801-62087 KNOXVILLE, TN 865.584.1184
SEC Registered
Total AUM
$370.8M
Discretionary
$370.8M
Employees
6
Clients
25
Accounts
486
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $370.8M | $370.8M | $0 | 6 | 0 |
| Mar 2024 | $322.4M | $322.4M | $0 | 7 | 0 |
| Mar 2023 | $266.4M | $266.4M | $0 | 7 | 0 |
| Jan 2023 | $301.4M | $301.4M | $0 | 6 | 0 |
| Mar 2022 | $301.4M | $301.4M | $0 | 6 | 0 |
| Mar 2021 | $264.7M | $264.7M | $0 | 5 | 0 |
| Jul 2020 | $233.7M | $233.7M | $0 | 5 | 0 |
| Jun 2020 | $233.7M | $233.7M | $0 | 5 | 0 |
| Mar 2020 | $233.7M | $233.7M | $0 | 5 | 0 |
| Nov 2019 | $195.1M | $195.1M | $0 | 5 | 0 |
| Mar 2019 | $195.1M | $195.1M | $0 | 5 | 0 |
| Mar 2018 | $193.5M | $193.5M | $0 | 5 | 0 |
| Feb 2017 | $170.1M | $170.1M | $0 | 5 | 100 |
| Jul 2016 | $160.4M | $160.4M | $0 | 5 | 100 |
| Mar 2016 | $160.4M | $160.4M | $0 | 5 | 100 |
| Feb 2015 | $157.6M | $157.6M | $0 | 6 | 100 |
| Mar 2014 | $142.3M | $141.5M | $870.8K | 7 | 122 |
| Jul 2013 | $116M | $115.1M | $883.7K | 7 | 110 |
| Mar 2013 | $116M | $115.1M | $883.7K | 7 | 110 |
| Mar 2013 | $116M | $115.1M | $883.7K | 7 | 110 |
| Mar 2012 | $96.8M | $96M | $837.1K | 1 | 26 |
| Mar 2007 | $60.3M | $56.8M | $3.5M | 5 | -- |
| Mar 2006 | $49.5M | $48.8M | $761.8K | 5 | -- |
DateMar 2025
Total AUM$370.8M
Discretionary$370.8M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$322.4M
Discretionary$322.4M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$266.4M
Discretionary$266.4M
Non-Disc.$0
Employees7
Clients0
DateJan 2023
Total AUM$301.4M
Discretionary$301.4M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$301.4M
Discretionary$301.4M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$264.7M
Discretionary$264.7M
Non-Disc.$0
Employees5
Clients0
DateJul 2020
Total AUM$233.7M
Discretionary$233.7M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$233.7M
Discretionary$233.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$233.7M
Discretionary$233.7M
Non-Disc.$0
Employees5
Clients0
DateNov 2019
Total AUM$195.1M
Discretionary$195.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$195.1M
Discretionary$195.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$193.5M
Discretionary$193.5M
Non-Disc.$0
Employees5
Clients0
DateFeb 2017
Total AUM$170.1M
Discretionary$170.1M
Non-Disc.$0
Employees5
Clients100
DateJul 2016
Total AUM$160.4M
Discretionary$160.4M
Non-Disc.$0
Employees5
Clients100
DateMar 2016
Total AUM$160.4M
Discretionary$160.4M
Non-Disc.$0
Employees5
Clients100
DateFeb 2015
Total AUM$157.6M
Discretionary$157.6M
Non-Disc.$0
Employees6
Clients100
DateMar 2014
Total AUM$142.3M
Discretionary$141.5M
Non-Disc.$870.8K
Employees7
Clients122
DateJul 2013
Total AUM$116M
Discretionary$115.1M
Non-Disc.$883.7K
Employees7
Clients110
DateMar 2013
Total AUM$116M
Discretionary$115.1M
Non-Disc.$883.7K
Employees7
Clients110
DateMar 2013
Total AUM$116M
Discretionary$115.1M
Non-Disc.$883.7K
Employees7
Clients110
DateMar 2012
Total AUM$96.8M
Discretionary$96M
Non-Disc.$837.1K
Employees1
Clients26
DateMar 2007
Total AUM$60.3M
Discretionary$56.8M
Non-Disc.$3.5M
Employees5
Clients--
DateMar 2006
Total AUM$49.5M
Discretionary$48.8M
Non-Disc.$761.8K
Employees5
Clients--