LBMC INVESTMENT Overview
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 manager's has disclosed holdings from 12/31/11 to 09/30/21. The fund's latest filing disclosed 1BN in positions, representing 115% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/11 to 09/30/21. The fund's latest filing disclosed 1BN in positions, representing 115% of the manager's regulatory AUM.
LBMC INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
LBMC INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| RSP | 19.69% | ETF | 7.9% | -0.27% | 0 | 4% | ||
| IVV | 19.35% | ETF | 8.9% | -0.03% | 0 | 13% | ||
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FEATURED IN
LBMC INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Roy M. Cain | Treasurer, Director | January-1998 |
| David K. Morgan | Secretary, 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 Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
LBMC INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis
LBMC may use Morningstar Principia Pro, investment risk questionnaires, asset allocation models, and Monte Carlo Simulations to conduct an “Investment Check‐Up” as part of its process to identify an appropriate investment strategy for clients and to provide the following services:
CURRENT PORTFOLIO ANALYSIS: Assist the client in understanding how their current investment portfolio is allocated and how investments have performed. Additionally, it is used to determine areas that may be over‐ or under‐weighted in the current allocation and to approximate the costs of the investments.
OBJECTIVE SETTING: Assist the client in defining appropriate investment obectives and desired investment returns based upon the client’s financial situation and tolerance for risk.
4
ASSET ALLOCATION: Assist the client in allocating their...
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Methods of Analysis
LBMC may use Morningstar Principia Pro, investment risk questionnaires, asset allocation models, and Monte Carlo Simulations to conduct an “Investment Check‐Up” as part of its process to identify an appropriate investment strategy for clients and to provide the following services:
CURRENT PORTFOLIO ANALYSIS: Assist the client in understanding how their current investment portfolio is allocated and how investments have performed. Additionally, it is used to determine areas that may be over‐ or under‐weighted in the current allocation and to approximate the costs of the investments.
OBJECTIVE SETTING: Assist the client in defining appropriate investment obectives and desired investment returns based upon the client’s financial situation and tolerance for risk.
4
ASSET ALLOCATION: Assist the client in allocating their...
Unlock Full Investment Process Description
LBMC INVESTMENT Portfolio Concentration
LBMC INVESTMENT Location
5250 VIRGINIA WAY
BRENTWOOD, Tennessee
UNITED STATES, 37027
BRENTWOOD, Tennessee
UNITED STATES, 37027
LBMC INVESTMENT Contact Information
Phone Number: 615-377-4603
Fax Number: 615-309-2686
Website: http://www.lbmc.com/
Fax Number: 615-309-2686
Website: http://www.lbmc.com/
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