BHK INVESTMENT ADVISORS, LLC
Legal name: BHK INVESTMENT ADVISORS
CRD #140515 SEC #801-66669 BIRMINGHAM, AL 205-322-2025
SEC Registered
Total AUM
$755.8M
Discretionary
$347.8M
Employees
7
Clients
0
Accounts
751
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $755.8M | $347.8M | $408M | 7 | 0 |
| Mar 2024 | $664.1M | $321.3M | $342.8M | 10 | 0 |
| Mar 2023 | $574.2M | $273.6M | $300.5M | 9 | 0 |
| Sep 2022 | $701.1M | $323.7M | $377.4M | 9 | 0 |
| Sep 2022 | $701.1M | $323.7M | $377.4M | 9 | 0 |
| May 2022 | $701.1M | $323.7M | $377.4M | 9 | 0 |
| May 2022 | $701.1M | $323.7M | $377.4M | 9 | 0 |
| Mar 2022 | $701.1M | $323.7M | $377.4M | 9 | 0 |
| Dec 2021 | $589.6M | $271.7M | $317.9M | 8 | 0 |
| Mar 2021 | $589.6M | $271.7M | $317.9M | 8 | 0 |
| Jun 2020 | $539.3M | $227.3M | $312M | 7 | 0 |
| Apr 2020 | $539.3M | $227.3M | $312M | 7 | 0 |
| Apr 2019 | $619.3M | $288.1M | $331.2M | 10 | 0 |
| Mar 2019 | $619.3M | $288.1M | $331.2M | 10 | 0 |
| Mar 2018 | $571M | $238.3M | $332.7M | 10 | 0 |
| Mar 2017 | $390.7M | $170.5M | $220.3M | 9 | 200 |
| Nov 2016 | $372.7M | $134.4M | $238.3M | 12 | 200 |
| Mar 2016 | $372.7M | $134.4M | $238.3M | 12 | 200 |
| Oct 2015 | $304.7M | $110M | $194.7M | 12 | 100 |
| Mar 2015 | $304.7M | $110M | $194.7M | 12 | 100 |
| Aug 2014 | $264.3M | $95.5M | $168.9M | 9 | 100 |
| Mar 2014 | $264.3M | $95.5M | $168.9M | 9 | 100 |
| Mar 2013 | $145.6M | $54.2M | $91.4M | 9 | 26 |
| Mar 2012 | $707.5M | $39.5M | $668M | 6 | 26 |
| Jul 2011 | $714.5M | $43.2M | $671.3M | 10 | -- |
| Apr 2011 | $714.5M | $43.2M | $671.3M | 10 | -- |
| Mar 2011 | $714.5M | $43.2M | $671.3M | 10 | -- |
| Mar 2008 | $915.6M | $43.5M | $872.1M | 10 | -- |
| Mar 2007 | $875.5M | $85.2M | $790.3M | 10 | -- |
DateMar 2025
Total AUM$755.8M
Discretionary$347.8M
Non-Disc.$408M
Employees7
Clients0
DateMar 2024
Total AUM$664.1M
Discretionary$321.3M
Non-Disc.$342.8M
Employees10
Clients0
DateMar 2023
Total AUM$574.2M
Discretionary$273.6M
Non-Disc.$300.5M
Employees9
Clients0
DateSep 2022
Total AUM$701.1M
Discretionary$323.7M
Non-Disc.$377.4M
Employees9
Clients0
DateSep 2022
Total AUM$701.1M
Discretionary$323.7M
Non-Disc.$377.4M
Employees9
Clients0
DateMay 2022
Total AUM$701.1M
Discretionary$323.7M
Non-Disc.$377.4M
Employees9
Clients0
DateMay 2022
Total AUM$701.1M
Discretionary$323.7M
Non-Disc.$377.4M
Employees9
Clients0
DateMar 2022
Total AUM$701.1M
Discretionary$323.7M
Non-Disc.$377.4M
Employees9
Clients0
DateDec 2021
Total AUM$589.6M
Discretionary$271.7M
Non-Disc.$317.9M
Employees8
Clients0
DateMar 2021
Total AUM$589.6M
Discretionary$271.7M
Non-Disc.$317.9M
Employees8
Clients0
DateJun 2020
Total AUM$539.3M
Discretionary$227.3M
Non-Disc.$312M
Employees7
Clients0
DateApr 2020
Total AUM$539.3M
Discretionary$227.3M
Non-Disc.$312M
Employees7
Clients0
DateApr 2019
Total AUM$619.3M
Discretionary$288.1M
Non-Disc.$331.2M
Employees10
Clients0
DateMar 2019
Total AUM$619.3M
Discretionary$288.1M
Non-Disc.$331.2M
Employees10
Clients0
DateMar 2018
Total AUM$571M
Discretionary$238.3M
Non-Disc.$332.7M
Employees10
Clients0
DateMar 2017
Total AUM$390.7M
Discretionary$170.5M
Non-Disc.$220.3M
Employees9
Clients200
DateNov 2016
Total AUM$372.7M
Discretionary$134.4M
Non-Disc.$238.3M
Employees12
Clients200
DateMar 2016
Total AUM$372.7M
Discretionary$134.4M
Non-Disc.$238.3M
Employees12
Clients200
DateOct 2015
Total AUM$304.7M
Discretionary$110M
Non-Disc.$194.7M
Employees12
Clients100
DateMar 2015
Total AUM$304.7M
Discretionary$110M
Non-Disc.$194.7M
Employees12
Clients100
DateAug 2014
Total AUM$264.3M
Discretionary$95.5M
Non-Disc.$168.9M
Employees9
Clients100
DateMar 2014
Total AUM$264.3M
Discretionary$95.5M
Non-Disc.$168.9M
Employees9
Clients100
DateMar 2013
Total AUM$145.6M
Discretionary$54.2M
Non-Disc.$91.4M
Employees9
Clients26
DateMar 2012
Total AUM$707.5M
Discretionary$39.5M
Non-Disc.$668M
Employees6
Clients26
DateJul 2011
Total AUM$714.5M
Discretionary$43.2M
Non-Disc.$671.3M
Employees10
Clients--
DateApr 2011
Total AUM$714.5M
Discretionary$43.2M
Non-Disc.$671.3M
Employees10
Clients--
DateMar 2011
Total AUM$714.5M
Discretionary$43.2M
Non-Disc.$671.3M
Employees10
Clients--
DateMar 2008
Total AUM$915.6M
Discretionary$43.5M
Non-Disc.$872.1M
Employees10
Clients--
DateMar 2007
Total AUM$875.5M
Discretionary$85.2M
Non-Disc.$790.3M
Employees10
Clients--