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LBMC Investment Advisors, LLC Overview
Type
Family Office - Multi
General Information
LBMC Investment Advisors, LLC is a multi-family office headquartered in Brentwood, United States. Founded in 1998, the firm grows out of accounting group Lattimore Black Morgan & Cain, advising high-net-worth families and closely held businesses on portfolio management, asset allocation and integrated tax planning. It oversees more than $2 billion in assets, coordinating investments with clients’ risk, tax and generational goals—delivering holistic wealth management.
Contact Information
Website:
Website:
https://www.lbmcinvestmentadvisors.com/
Year Founded:
Open To Secondaries:
Open To First Time Funds:
Institution Type:
Family Office - Multi
Primary Contact:
Title:
Email:
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