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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

LBMC INVESTMENT ADVISORS, LLC

LBMC INVESTMENT ADVISORS LLC, CRD 108943

BRENTWOOD, TN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:87b67feb-83d8-7cc7-d589-1a888fc4ba6c

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 3
On other graphs: 0
Observed: Mar 23, 2012 to Mar 27, 2026
32 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $2.2BItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.2B
Private client RAUM: $2.2BderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $557Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 3
Offices: 4Schedule D 1.F, beyond the principal office
Accounts: 1,667
Individual clients: 200
High net worth clients: 285
SEC number: 801-55589
CIK: 1062221
CRD: 108943
Filings on the tape: 32
First filed: Mar 23, 2012
Latest filed: Mar 27, 2026
Organised: Limited Liability Company, TN

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
GREGORY MICHAEL HERMAN	Certified Financial Planner	BRENTWOOD, TN	22	26	n/a	no
Thomas Clay Hatfield	n/a	BRENTWOOD, TN	2	10	1	no
DEREK CHRISTOPHER BLAND	Certified Financial Planner\|Personal Financial Specialist	BRENTWOOD, TN	0	21	2	no
ANDREW ST. JOHN REID	Certified Financial Planner	BRENTWOOD, TN	0	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HERMAN, GREGORY, MICHAEL	PRESIDENT, DIRECTOR	B	yes	09/2000	Mar 23, 2012	Nov 12, 2024
LBMC FINANCIAL SERVICES, LLC	PARENT COMPANY	D	yes	01/1998	Mar 23, 2012	Nov 12, 2024
LITCHFIELD, JOHN, ALFRED	Treasurer	F	yes	10/2013	Mar 1, 2016	Nov 12, 2024
MORGAN, DAVID, KENNETH	SECRETARY, DIRECTOR	Na	yes	01/1998	Mar 23, 2012	Nov 12, 2024
BLAND, DEREK, CHRISTOPHER	SHAREHOLDER- INVESTMENT ADVISER	B	no	12/2014	Mar 10, 2015	Nov 12, 2024
HILL, TRACEY	CHIEF COMPLIANCE OFFICER	Na	no	02/2022	Mar 21, 2022	Nov 12, 2024
REID, ANDREW, ST. JOHN	SHAREHOLDER-INVESTMENT ADVISER	Na	no	12/2019	Mar 5, 2020	Nov 12, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
LBMC, PC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Louisville	Ky	United States	3	no
Chattanooga	Tn	United States	3	no
Knoxville	Tn	United States	3	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$2.2B	$2.2B	8	3	4	n/a	n/a
2024	Jan 29, 2025	$2.0B	$2.0B	8	3	4	n/a	n/a
2023	Feb 1, 2024	$1.8B	$1.8B	7	3	3	n/a	n/a
2022	Feb 14, 2023	$1.6B	$1.6B	9	3	2	n/a	n/a
2021	Mar 21, 2022	$1.9B	$1.9B	9	3	2	n/a	n/a
2020	Feb 18, 2021	$1.5B	$1.5B	9	3	2	n/a	n/a
2019	Mar 5, 2020	$1.3B	$1.3B	8	4	2	n/a	n/a
2018	Mar 7, 2019	$1.1B	$1.1B	8	4	2	n/a	n/a
2017	Mar 29, 2018	$1.2B	$1.1B	8	4	2	n/a	n/a
2016	Mar 9, 2017	$1.0B	$1.0B	7	4	n/a	n/a	n/a
2015	Mar 1, 2016	$941M	$928M	7	4	n/a	n/a	n/a
2014	Mar 10, 2015	$929M	$910M	5	4	n/a	n/a	n/a
2013	Feb 28, 2014	$904M	$888M	5	3	n/a	n/a	n/a
2012	Feb 11, 2013	$683M	$661M	5	3	n/a	n/a	n/a
2011	Mar 23, 2012	$666M	$626M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	2	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$2.2B	$2.0B	14.0%	$1.6B	11.1%	8	8	4	4

Relationships

Registered with (4)

← DEREK CHRISTOPHER BLANDAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← ANDREW ST. JOHN REIDAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← Thomas Clay HatfieldAdvisorregistration: current employment
Aug 9, 2024 to presentfactForm ADV
← GREGORY MICHAEL HERMANAdvisorregistration: current employment
Mar 11, 2004 to presentfactForm ADV

Owns (3)

← HILL, TRACEYOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 21, 2022 to Nov 12, 2024factForm ADV
← BLAND, DEREK, CHRISTOPHEROwnerSHAREHOLDER- INVESTMENT ADVISER, ownership code B, individual
Mar 10, 2015 to Nov 12, 2024factForm ADV
← REID, ANDREW, ST. JOHNOwnerSHAREHOLDER-INVESTMENT ADVISER, ownership code NA, individual
Mar 5, 2020 to Nov 12, 2024factForm ADV

Controls (4)

← MORGAN, DAVID, KENNETHOwnerSECRETARY, DIRECTOR, ownership code NA, individual
Mar 23, 2012 to Nov 12, 2024factForm ADV
← HERMAN, GREGORY, MICHAELOwnerPRESIDENT, DIRECTOR, ownership code B, individual
Mar 23, 2012 to Nov 12, 2024factForm ADV
← LITCHFIELD, JOHN, ALFREDOwnerTREASURER, ownership code F, individual
Mar 1, 2016 to Nov 12, 2024factForm ADV
← LBMC FINANCIAL SERVICES, LLCOwnerPARENT COMPANY, ownership code D, domestic entity
Mar 23, 2012 to Nov 12, 2024factForm ADV

Dated events

Occurred
Jun 14, 2023
Control person left
Michael Roy Cain (Treasurer, Director) no longer on Schedule A of Lbmc Investment Advisors, Llc (listed 2023-02-14, absent 2023-06-14)
Form ADVobserved 4 days ago
Occurred
Mar 21, 2022
Regulatory AUM changed
Lbmc Investment Advisors, Llc reported RAUM $1.9B, up 25% from $1.5B (2021-02-18 to 2022-03-21)
Form ADVobserved 4 days ago
$380M
Occurred
Mar 5, 2020
Regulatory AUM changed
Lbmc Investment Advisors, Llc reported RAUM $1.3B, up 26% from $1.1B (2019-03-07 to 2020-03-05)
Form ADVobserved 4 days ago
$275M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:87b67feb-83d8-7cc7-d589-1a888fc4ba6c
First observed: Mar 23, 2012
Last observed: Mar 27, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

LBMC INVESTMENT ADVISORS, LLC

LBMC INVESTMENT ADVISORS LLC, CRD 108943

BRENTWOOD, TN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:87b67feb-83d8-7cc7-d589-1a888fc4ba6c

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:18 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

GREGORY MICHAEL HERMAN

Certified Financial Planner

BRENTWOOD, TN

n/a

Thomas Clay Hatfield

n/a

BRENTWOOD, TN

DEREK CHRISTOPHER BLAND

Certified Financial Planner|Personal Financial Specialist

BRENTWOOD, TN

ANDREW ST. JOHN REID

Certified Financial Planner

BRENTWOOD, TN

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HERMAN, GREGORY, MICHAEL

PRESIDENT, DIRECTOR

yes

09/2000

Mar 23, 2012

Nov 12, 2024

LBMC FINANCIAL SERVICES, LLC

PARENT COMPANY

yes

01/1998

Mar 23, 2012

Nov 12, 2024

LITCHFIELD, JOHN, ALFRED

Treasurer

yes

10/2013

Mar 1, 2016

Nov 12, 2024

MORGAN, DAVID, KENNETH

SECRETARY, DIRECTOR

yes

01/1998

Mar 23, 2012

Nov 12, 2024

BLAND, DEREK, CHRISTOPHER

SHAREHOLDER- INVESTMENT ADVISER

12/2014

Mar 10, 2015

Nov 12, 2024

HILL, TRACEY

CHIEF COMPLIANCE OFFICER

02/2022

Mar 21, 2022

Nov 12, 2024

REID, ANDREW, ST. JOHN

SHAREHOLDER-INVESTMENT ADVISER

12/2019

Mar 5, 2020

Nov 12, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

LBMC, PC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Louisville

United States

Chattanooga

United States

Knoxville

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$2.2B

n/a

2024

Jan 29, 2025

$2.0B

n/a

2023

Feb 1, 2024

$1.8B

n/a

2022

Feb 14, 2023

$1.6B

n/a

2021

Mar 21, 2022

$1.9B

n/a

2020

Feb 18, 2021

$1.5B

n/a

2019

Mar 5, 2020

$1.3B

n/a

2018

Mar 7, 2019

$1.1B

n/a

2017

Mar 29, 2018

$1.2B

$1.1B

n/a

2016

Mar 9, 2017

$1.0B

n/a

2015

Mar 1, 2016

$941M

$928M

n/a

2014

Mar 10, 2015

$929M

$910M

n/a

2013

Feb 28, 2014

$904M

$888M

n/a

2012

Feb 11, 2013

$683M

$661M

n/a

2011

Mar 23, 2012

$666M

$626M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$2.2B

$2.0B

14.0%

$1.6B

11.1%