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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

TBH GLOBAL ASSET MANAGEMENT, LLC

CRD 145536

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:a9a68b35-40aa-2df1-47a4-faa7d2a9e435

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 26
Dated events: 10
On other graphs: 0
Observed: Nov 14, 2011 to Mar 23, 2026
40 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=0.0 related_bd=false related_bank=false bd_reps=2.0
Regulatory AUM: $1.5BItem 5.F on the latest filing (2026-03-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.4B
Private client RAUM: $1.4BderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 13
RAUM per advisor: $114Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 22
Advisory employees: 0
Offices: 5Schedule D 1.F, beyond the principal office
Accounts: 3,735
Individual clients: 571
High net worth clients: 431
Custody, client assets: $1.3B
SEC number: 801-68624
CIK: 1787125
CRD: 145536
Filings on the tape: 40
First filed: Nov 14, 2011
Latest filed: Mar 23, 2026
Organised: Limited Liability Company, DE

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
DAVID STUART MERRELL	n/a	BRENTWOOD, TN	18	28	n/a	no
TRAVIS SCOTT ANDERSON	n/a	BRENTWOOD, TN \| FRANKLIN, TN	18	18	n/a	no
PHILLIP M REYNOLDS	Certified Financial Planner	BRENTWOOD, TN	12	22	n/a	no
SAMUEL W DAVIS	Certified Financial Planner	BRENTWOOD, TN	12	20	n/a	no
JONES NICHOLAS WARF	Certified Financial Planner	BRENTWOOD, TN	11	25	1	no
Andrew Michael Hillis	n/a	BRENTWOOD, TN	8	19	n/a	no
BRETT MICHAEL WALTERS	Certified Financial Planner	Venice, FL \| BRENTWOOD, TN	7	16	4	no
KATHERINE ELIZABETH YOHO	Certified Financial Planner	BRENTWOOD, TN	3	19	2	no
Chevonne Wrenn Farler	n/a	BRENTWOOD, TN	3	20	5	yes
DAVID J SINGER	n/a	BRENTWOOD, TN	3	17	5	no
WILLIAM LYTTLETON BUTLER	n/a	BRENTWOOD, TN	3	16	2	no
JEFFREY LYNN LITTRELL	n/a	BRENTWOOD, TN	3	13	3	yes
JOSHUA BROWN DAVIS	n/a	BRENTWOOD, TN	0	10	1	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
NITOR HOLDINGS, LLC	MANAGING MEMBER	C	yes	10/2022	Mar 23, 2026	Mar 23, 2026
POST OAK, LLC	MANAGING MEMBER	C	yes	02/2022	Mar 23, 2026	Mar 23, 2026
TBH FRANKLIN, LLC	MANAGING MEMBER	C	yes	02/2022	Mar 23, 2026	Mar 23, 2026
TBH REYNOLDS LLC	MANAGING MEMBER	C	yes	02/2023	Mar 23, 2026	Mar 23, 2026
WARF, JONES, NICHOLAS	CHIEF COMPLIANCE OFFICER	Na	yes	12/2019	Mar 23, 2026	Mar 23, 2026
ANDERSON, TRAVIS, SCOTT	Manager	E	yes	11/2022	Feb 16, 2023	Mar 13, 2024
DAVIS, SAMUEL, W	Manager	E	yes	11/2022	Feb 16, 2023	Mar 13, 2024
MERRELL, DAVID, STUART	Manager	E	yes	10/2022	Nov 14, 2011	Mar 13, 2024
REYNOLDS, PHILLIP, M	Manager	E	yes	11/2022	Feb 16, 2023	Mar 13, 2024

Offices

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

City	State	Country	Employees	Also broker-dealer
Franklin	Tn	United States	2	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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 23, 2026	$1.5B	$1.4B	22	0	5	n/a	n/a
2024	Mar 20, 2025	$1.3B	$1.2B	20	0	4	n/a	n/a
2023	Mar 13, 2024	$1.1B	$1.1B	21	0	1	n/a	n/a
2022	Mar 20, 2023	$951M	$932M	17	12	1	n/a	n/a
2021	Mar 23, 2022	$889M	$833M	12	7	1	n/a	n/a
2020	Mar 24, 2021	$781M	$761M	11	6	1	n/a	n/a
2019	Mar 3, 2020	$612M	$597M	6	6	1	n/a	n/a
2018	Mar 27, 2019	$452M	$443M	6	6	1	n/a	n/a
2017	Mar 20, 2018	$441M	$428M	5	5	1	n/a	n/a
2016	Mar 29, 2017	$392M	$364M	5	5	n/a	n/a	n/a
2015	Mar 16, 2016	$355M	$324M	6	6	n/a	n/a	n/a
2014	Mar 27, 2015	$381M	$354M	6	6	n/a	n/a	n/a
2013	Mar 25, 2014	$360M	$347M	8	6	n/a	n/a	n/a
2012	Mar 6, 2013	$272M	$256M	8	6	n/a	n/a	n/a
2011	Mar 30, 2012	$207M	$198M	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	1	0	7.7%	0	0	0	1	2

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	$1.5B	$1.3B	16.2%	$951M	15.9%	22	20	5	4

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
TBH ADVISORS, LLC	4	Dec 31, 2022	Sep 14, 2026	BRENTWOOD, TN	Firm absorbed	RIA to RIA	80.0%

Relationships

Registered with (15)

← JOSHUA BROWN DAVISAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← Chevonne Wrenn FarlerAdvisorregistration: current employment
Dec 2, 2022 to presentfactForm ADV
← DAVID J SINGERAdvisorregistration: current employment
Dec 2, 2022 to presentfactForm ADV
← WILLIAM LYTTLETON BUTLERAdvisorregistration: current employment
Dec 2, 2022 to presentfactForm ADV
← JEFFREY LYNN LITTRELLAdvisorregistration: current employment
Dec 2, 2022 to presentfactForm ADV
← KATHERINE ELIZABETH YOHOAdvisorregistration: current employment
Oct 11, 2022 to presentfactForm ADV
← BRETT MICHAEL WALTERSAdvisorregistration: current employment
Jul 31, 2019 to presentfactForm ADV
← Andrew Michael HillisAdvisorregistration: current employment
Apr 19, 2018 to presentfactForm ADV
← JONES NICHOLAS WARFAdvisorregistration: current employment
Aug 10, 2015 to presentfactForm ADV
← PHILLIP M REYNOLDSAdvisorregistration: current employment
Mar 26, 2014 to presentfactForm ADV
← SAMUEL W DAVISAdvisorregistration: current employment
Mar 26, 2014 to presentfactForm ADV
← TRAVIS SCOTT ANDERSONAdvisorregistration: current employment
May 28, 2008 to presentfactForm ADV
← DAVID STUART MERRELLAdvisorregistration: current employment
Jan 4, 2008 to presentfactForm ADV
← Dillon Lee HavilandAdvisorregistration: previous registration
Apr 10, 2023 to Mar 2, 2026factForm ADV
← MATTHEW BIRD MALONEAdvisorregistration: previous registration
Mar 22, 2023 to Dec 5, 2024factForm ADV

Affiliated with (1)

← TBH ADVISORS, LLCRegistered adviserother investment adviser, common control
factForm ADV

Moved with (1)

← TBH ADVISORS, LLCRegistered adviser4 advisors, firm absorbed, same day
Dec 31, 2022 to Jan 1, 2026factForm ADV

Controls (9)

← MERRELL, DAVID, STUARTOwnerMANAGER, ownership code E, individual
Nov 14, 2011 to Mar 13, 2024factForm ADV
← WARF, JONES, NICHOLASOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Dec 16, 2019 to Mar 13, 2024factForm ADV
← REYNOLDS, PHILLIP, MOwnerMANAGER, ownership code E, individual
Feb 16, 2023 to Mar 13, 2024factForm ADV
← DAVIS, SAMUEL, WOwnerMANAGER, ownership code E, individual
Feb 16, 2023 to Mar 13, 2024factForm ADV
← ANDERSON, TRAVIS, SCOTTOwnerMANAGER, ownership code E, individual
Feb 16, 2023 to Mar 13, 2024factForm ADV
← NITOR HOLDINGS, LLCOwnerMANAGING MEMBER, ownership code C, domestic entity
Nov 1, 2022 to Mar 13, 2024factForm ADV
← POST OAK, LLCOwnerMANAGING MEMBER, ownership code C, domestic entity
Feb 16, 2023 to Mar 13, 2024factForm ADV
← TBH FRANKLIN, LLCOwnerMANAGING MEMBER, ownership code C, domestic entity
Feb 16, 2023 to Mar 13, 2024factForm ADV
← TBH REYNOLDS LLCOwnerMANAGING MEMBER, ownership code C, domestic entity
Feb 16, 2023 to Mar 13, 2024factForm ADV

Dated events

Occurred
Mar 2, 2026
Advisor changed firm
Dillon Lee Haviland left Tbh Global Asset Management, Llc for Bloom Advisors (registered 2026-04-21)
Form ADVobserved 6 days ago
Occurred
Dec 5, 2024
Advisor changed firm
Matthew Bird Malone left Tbh Global Asset Management, Llc for Sequoia Financial Group, L.L.C. (registered 2025-02-20)
Form ADVobserved 6 days ago
Occurred
Feb 16, 2023
Control person joined
M Phillip Reynolds (Manager) appeared on Schedule A of Tbh Global Asset Management, Llc
Form ADVobserved 6 days ago
Occurred
Feb 16, 2023
Control person joined
W Samuel Davis (Manager) appeared on Schedule A of Tbh Global Asset Management, Llc
Form ADVobserved 6 days ago
Occurred
Feb 16, 2023
Control person joined
Scott Travis Anderson (Manager) appeared on Schedule A of Tbh Global Asset Management, Llc
Form ADVobserved 6 days ago
Occurred
Dec 31, 2022
Firm absorbed
Tbh Advisors, LLC's advisors moved to Tbh Global Asset Management, LLC (Brentwood, TN): 4 of 5 registered, on the same day
Form ADVobserved 6 days ago
4 advisors
Occurred
Mar 24, 2021
Regulatory AUM changed
Tbh Global Asset Management, Llc reported RAUM $780.9M, up 28% from $612.1M (2020-11-02 to 2021-03-24)
Form ADVobserved 6 days ago
$169M
Occurred
Mar 3, 2020
Regulatory AUM changed
Tbh Global Asset Management, Llc reported RAUM $612.1M, up 35% from $452.3M (2019-12-16 to 2020-03-03)
Form ADVobserved 6 days ago
$160M
Occurred
Dec 16, 2019
Control person joined
Nicholas Jones Warf (Chief Compliance Officer) appeared on Schedule A of Tbh Global Asset Management, Llc
Form ADVobserved 6 days ago
Occurred
Nov 14, 2011
Succession filed (Item 4)
Tbh Global Asset Management, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a9a68b35-40aa-2df1-47a4-faa7d2a9e435
First observed: Nov 14, 2011
Last observed: Mar 23, 2026 6 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.

TBH GLOBAL ASSET MANAGEMENT, LLC

CRD 145536

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:a9a68b35-40aa-2df1-47a4-faa7d2a9e435

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:42 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DAVID STUART MERRELL

n/a

BRENTWOOD, TN

n/a

TRAVIS SCOTT ANDERSON

n/a

BRENTWOOD, TN | FRANKLIN, TN

n/a

PHILLIP M REYNOLDS

Certified Financial Planner

BRENTWOOD, TN

n/a

SAMUEL W DAVIS

Certified Financial Planner

BRENTWOOD, TN

n/a

JONES NICHOLAS WARF

Certified Financial Planner

BRENTWOOD, TN

Andrew Michael Hillis

n/a

BRENTWOOD, TN

n/a

BRETT MICHAEL WALTERS

Certified Financial Planner

Venice, FL | BRENTWOOD, TN

KATHERINE ELIZABETH YOHO

Certified Financial Planner

BRENTWOOD, TN

Chevonne Wrenn Farler

n/a

BRENTWOOD, TN

yes

DAVID J SINGER

n/a

BRENTWOOD, TN

WILLIAM LYTTLETON BUTLER

n/a

BRENTWOOD, TN

JEFFREY LYNN LITTRELL

n/a

BRENTWOOD, TN

yes

JOSHUA BROWN DAVIS

n/a

BRENTWOOD, TN

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

NITOR HOLDINGS, LLC

MANAGING MEMBER

yes

10/2022

Mar 23, 2026

POST OAK, LLC

MANAGING MEMBER

yes

02/2022

Mar 23, 2026

TBH FRANKLIN, LLC

MANAGING MEMBER

yes

02/2022

Mar 23, 2026

TBH REYNOLDS LLC

MANAGING MEMBER

yes

02/2023

Mar 23, 2026

WARF, JONES, NICHOLAS

CHIEF COMPLIANCE OFFICER

yes

12/2019

Mar 23, 2026

ANDERSON, TRAVIS, SCOTT

Manager

yes

11/2022

Feb 16, 2023

Mar 13, 2024

DAVIS, SAMUEL, W

Manager

yes

11/2022

Feb 16, 2023

Mar 13, 2024

MERRELL, DAVID, STUART

Manager

yes

10/2022

Nov 14, 2011

Mar 13, 2024

REYNOLDS, PHILLIP, M

Manager

yes

11/2022

Feb 16, 2023

Mar 13, 2024

City

State

Country

Employees

Also broker-dealer

Franklin

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 23, 2026

$1.5B

$1.4B

n/a

2024

Mar 20, 2025

$1.3B

$1.2B

n/a

2023

Mar 13, 2024

$1.1B

n/a

2022

Mar 20, 2023

$951M

$932M

n/a

2021

Mar 23, 2022

$889M

$833M

n/a

2020

Mar 24, 2021

$781M

$761M

n/a

2019

Mar 3, 2020

$612M

$597M

n/a

2018

Mar 27, 2019

$452M

$443M

n/a

2017

Mar 20, 2018

$441M

$428M

n/a

2016

Mar 29, 2017

$392M

$364M

n/a

2015

Mar 16, 2016

$355M

$324M

n/a

2014

Mar 27, 2015

$381M

$354M

n/a

2013

Mar 25, 2014

$360M

$347M

n/a

2012

Mar 6, 2013

$272M

$256M

n/a

2011

Mar 30, 2012

$207M

$198M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

7.7%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.5B

$1.3B

16.2%

$951M

15.9%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

TBH ADVISORS, LLC

Dec 31, 2022

Sep 14, 2026

BRENTWOOD, TN

Firm absorbed

RIA to RIA

80.0%