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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Tennessee
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 19, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| NOVINGER, JEFFREY, HALVER | I | MANAGING MEMBER | D | Control |
| NOVINGER, JEFFREY, HALVER | I | MANAGING MEMBER | D | Control |
| NOVINGER, JEFFREY, HALVER | I | MANAGING MEMBER | D | Control |
| NOVINGER, JEFFREY, HALVER | I | MANAGING MEMBER | D | Control |
| NOVINGER, JEFFREY, HALVER | I | MANAGING MEMBER | D | Control |
| NOVINGER, JEFFREY, HALVER | I | MANAGING MEMBER | D | Control |
| NOVINGER, JEFFREY, HALVER | I | MANAGING MEMBER | D | Control |
| NOVINGER, JEFFREY, HALVER | I | MANAGING MEMBER | D | Control |
| NOVINGER, JEFFREY, HALVER | I | MANAGING MEMBER | D | Control |
| NOVINGER, JEFFREY, HALVER | I | MANAGING MEMBER | D | Control |
| NOVINGER, JEFFREY, HALVER | I | MANAGING MEMBER | D | Control |
| NOVINGER, JEFFREY, HALVER | I | MANAGING MEMBER | D | Control |
| NOVINGER, JEFFREY, HALVER | I | MANAGING MEMBER | D | Control |
| NOVINGER, JEFFREY, HALVER | I | MANAGING MEMBER | D | Control |
| NOVINGER, JEFFREY, HALVER | I | MANAGING MEMBER | D | Control |
| ZIVI, RICHARD, IRA | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| ZIVI, RICHARD, IRA | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| ZIVI, RICHARD, IRA | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| ZIVI, RICHARD, IRA | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| ZIVI, RICHARD, IRA | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| ZIVI, RICHARD, IRA | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| ZIVI, RICHARD, IRA | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| ZIVI, RICHARD, IRA | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| ZIVI, RICHARD, IRA | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| ZIVI, RICHARD, IRA | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| ZIVI, RICHARD, IRA | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| ZIVI, RICHARD, IRA | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| ZIVI, RICHARD, IRA | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| ZIVI, RICHARD, IRA | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| ZIVI, RICHARD, IRA | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| ZIVI, RICHARD, IRA | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| ZIVI, RICHARD, IRA | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| ZIVI, RICHARD, IRA | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| ZIVI, RICHARD, IRA | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| ZIVI, RICHARD, IRA | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| ZIVI, RICHARD, IRA | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| BALL, ROGER, LEE | I | MANAGING MEMBER | C | Control |
| BALL, ROGER, LEE | I | MANAGING MEMBER | C | Control |
| NOVINGER, JEFFREY, HALVER | I | MANAGING MEMBER | C | Control |
| NOVINGER, JEFFREY, HALVER | I | MANAGING MEMBER | C | Control |
| ZIVI, RICHARD, IRA | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| ZIVI, RICHARD, IRA | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| HALL, TERRY, RAY | I | OWNER | B | |
| HALL, TERRY, RAY | I | OWNER | B | |
| HALL, TERRY, RAY | I | OWNER | B | |
| HALL, TERRY, RAY | I | OWNER | B | |
| HALL, TERRY, RAY | I | OWNER | B | |
| HALL, TERRY, RAY | I | OWNER | B | |
| PETERS, KIMBERLY, MICHELLE | I | OWNER | B | |
| PETERS, KIMBERLY, MICHELLE | I | OWNER | B | |
| PETERS, KIMBERLY, MICHELLE | I | OWNER | B | |
| PETERS, KIMBERLY, MICHELLE | I | OWNER | B | |
| PETERS, KIMBERLY, MICHELLE | I | OWNER | B | |
| PETERS, KIMBERLY, MICHELLE | I | OWNER | B | |
| SEGERS, LUCINDA, JENSEN | I | OWNER | B | |
| SEGERS, LUCINDA, JENSEN | I | OWNER | B | |
| SEGERS, LUCINDA, JENSEN | I | OWNER | B | |
| SEGERS, LUCINDA, JENSEN | I | OWNER | B | |
| SEGERS, LUCINDA, JENSEN | I | OWNER | B | |
| SEGERS, LUCINDA, JENSEN | I | OWNER | B | |
| STOOKSBURY, BRADLEY, EDWARD | I | OWNER | B | |
| STOOKSBURY, BRADLEY, EDWARD | I | OWNER | B | |
| STOOKSBURY, BRADLEY, EDWARD | I | OWNER | B | |
| STOOKSBURY, BRADLEY, EDWARD | I | OWNER | B | |
| STOOKSBURY, BRADLEY, EDWARD | I | OWNER | B | |
| STOOKSBURY, BRADLEY, EDWARD | I | OWNER | B |
Registrations
Federal
IA
Mar 19, 2025 REGISTERED
Notice Filings (1)
TN
Address
6322 DEANE HILL DRIVEKNOXVILLE, TN 37919
United States
Phone: 865.584.1184