Multi Family Office

LBMC Investment Advisors, LLC

LBMC Investment Advisors, LLC is a multi-family office headquartered in Brentwood, United States.

LBMC Investment Advisors, LLC

LBMC Investment Advisors, LLC

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.

General information

Firm type

Multi Family Office

Year founded

AUM

Location

Region

North America

Country

City

Brentwood

Corporate office

201 Franklin Road, Brentwood, TN 37027

Frequently asked questions

What is LBMC Investment Advisors, LLC?

LBMC Investment Advisors, LLC is a multi family office headquartered in Brentwood.

Where is LBMC Investment Advisors, LLC headquartered?

LBMC Investment Advisors, LLC is headquartered in Brentwood, in the North America region.

What does Altss track for LBMC Investment Advisors, LLC?

Altss maintains an OSINT-verified profile of LBMC Investment Advisors, LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What is LBMC Investment Advisors, LLC's website?

LBMC Investment Advisors, LLC's public website is www.lbmcinvestmentadvisors.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is LBMC Investment Advisors, LLC?

LBMC Investment Advisors, LLC is classified by Altss as a Multi Family Office within the North America region.

How does Altss source intelligence on LBMC Investment Advisors, LLC?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

How fresh is the Altss profile for LBMC Investment Advisors, LLC?

LBMC Investment Advisors, LLC's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.

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