# LBMC Investment Advisors

LBMC Investment Advisors is a Multi Family Office based in Brentwood, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Brentwood, United States
- **Region:** North America
- **Address:** Brentwood, TN, United States
- **Founded:** 1998
- **Assets under management:** Undisclosed
- **Website:** lbmcinvestmentadvisors.com
- **LinkedIn:** https://www.linkedin.com/showcase/lbmc-investment-advisors/

## Regulatory record

- **CRD number:** 108943
- **SEC file number:** 801-55589
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-27T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/108943

## About

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.

## Sectors

- Private Equity
- Real Estate
- Hedge Funds
- Commodities
- Enterprise Software

## People

- Greg Herman — Managing Partner
- Andrew Reid — Partner and Chief Investment Officer

## 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.

### 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.

## Related profiles

- [EVEN](https://altss.com/profile/even)
- [Eton Advisors](https://altss.com/profile/eton-advisors)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/lbmc-investment-advisors-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology