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Bmghs LLC (Knoxville)


Bmghs LLC is a mid-sized advisory firm based in Knoxville. It manages $41 million of regulatory assets for 500 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of North Carolina and Tennessee.

Bmghs provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bmghs: assets under management

The assets under management (AUM) of Bmghs LLC is $41 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 59% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $41 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $82 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bmghs LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Knoxville

The principal office where Bmghs LLC performs its advisory services is located at 150 Lovell Road, Knoxville, TN 37934, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 865-671-4900 or by fax 865-671-6080. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.


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