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About David K. Morgan of LBMC INVESTMENT

David K. Morgan is Secretary, Director at Lbmc Investment Advisors Llc and has been affiliated with Lbmc Investment Advisors Llc since January-1998.

Lbmc Investment Advisors Llc is an investment advisor that manages 929.2 MM dollars in regulatory AUM and has 5 employees, of which 4 perform investment advisory functions. The managers's latest filing has disclosed 499MM in positions, which represents 54% of the manager's regulatory AUM.

For more on Lbmc Investment Advisors Llc including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile


Top 25%
StockAlpha 3 yr performance attributed to stock picking: -0.2%/yr

Co-workers of David K. Morgan at LBMC INVESTMENT

Name Title In Position Since
Roy M. Cain Treasurer, Director January-1998
Gregory M. Herman President, Director September-2000
Robert A. Jordan Operations Mgr./Chief Compliance Officer October-2004
Derek C. Bland Investment Adviser December-2014

LBMC INVESTMENT Month to Date Performance Details

Ticker Size Sector Stock Move Sector Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
RSP 19.4007% ETF 1.71% 2.28% -0.11% 1 2%
IVV 17.01491% ETF 2.36% 2.28% 0.01% 0 10%
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David K. Morgan Office Address

BRENTWOOD, Tennessee

David K. Morgan Contact Information

Phone Number: 615-377-4603
Fax Number: 615-309-2686



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