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 09/30/16. The fund's latest filing disclosed 521MM in positions, representing 56% of the manager's regulatory AUM.

LBMC INVESTMENT StockAlpha

-2.5%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

LBMC INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
RSP 19.2% ETF 3.67% 0.22% 1 2%
IVV 16.93% ETF 2.5% -0% 0 9%
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FEATURED IN
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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 obŒectives and desired investment returns based upon the client’s financial situation and tolerance for risk.




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ASSET ALLOCATION: Assist the client in allocating their...
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LBMC INVESTMENT Portfolio Concentration

LBMC INVESTMENT Location

5250 VIRGINIA WAY
BRENTWOOD, Tennessee
UNITED STATES, 37027

LBMC INVESTMENT Contact Information

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

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