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LBMC Investment Advisors
LBMC Investment Advisors was founded in 1998 by the Lattimore Black Morgan & Cain accounting group. Greg Herman led the expansion into wealth management the...
LBMC Investment Advisors
LBMC Investment Advisors was founded in 1998 by the Lattimore Black Morgan & Cain accounting group. Greg Herman led the expansion into wealth management the following year. The firm operates as a multi-family office serving families and private companies primarily in North America. The investment program spans private equity, real estate, hedge funds, commodities, and enterprise software. Allocations are executed through direct holdings and fund commitments. Geographic exposure remains concentrated in North America. Confirmed positions include iShares Bitcoin Trust ETF and Fidelity Wise Origin Bitcoin Fund. The team is led by Andrew Reid as Chief Investment Officer. No additional offices are disclosed. Greg Herman and Andrew Reid maintain board roles at Alive Hospice, Battle Ground Academy, and Nashville Jazz Workshop. The structure ties investment advice directly to the parent accounting firm, allowing coordinated tax and estate planning within a single relationship.
General information
Firm type
Multi Family Office
Year founded
1998
Location
Region
North America
Country
United States
City
Brentwood
Corporate office
Brentwood, TN, United States
Principals
Greg Herman
Managing Partner
Andrew Reid
Partner and Chief Investment Officer
Sector focus
Frequently asked questions
Who runs investment decisions at LBMC Investment Advisors?
Andrew Reid serves as Partner and Chief Investment Officer and directs the investment program. Greg Herman founded the wealth management practice in 1999.
Is LBMC Investment Advisors structured as a single family office or multi-family office?
The firm operates as a multi-family office. It advises multiple high-net-worth families and closely held businesses.
What asset classes does LBMC Investment Advisors deploy capital into?
Allocations include private equity, real estate, hedge funds, commodities, and enterprise software. Holdings also include bitcoin exchange-traded funds.
Where does LBMC Investment Advisors source its client base?
Clients originate from the Lattimore Black Morgan & Cain accounting practice. The firm integrates tax planning with portfolio management.
Does LBMC Investment Advisors participate in philanthropic structures?
Greg Herman serves on the board of Alive Hospice. Andrew Reid serves on the board of Nashville Jazz Workshop.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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