Tbh Global Asset Management, LLC (Brentwood)

Name: Tbh Global Asset Management, LLC
Address: 6 Cadillac Dr., Brentwood, TN, 37027
Telephone: 615-690-4820

Tbh Global Asset Management, LLC is a large advisory firm based in Brentwood. It manages $452.32 million of regulatory assets for 1,594 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Georgia, Louisiana, Missouri, and 3 other states.

Tbh Global Asset Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 499 clients. On top of advisory services, the firm doesn't engage in other business activities.

Tbh Global Asset Management: assets under management

The assets under management (AUM) of Tbh Global Asset Management, LLC is $452.32 million. The firm's AUM has grown by 490% since the beginning of its operation, and $84.63 thousand of the total AUM is attributable to clients outside of the United States.

The firm manages $442.81 million in discretionary accounts and $9.5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $279.38 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.06 million.

Investments

The firm invests in exchange traded securities the most. They account for 57% of the total AUM. The second-largest asset type is investment and business development companies, which make up 24% of the firm’s portfolio. Investments in cash and cash equivalents form 10% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tbh Global Asset Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients David Stuart Merrell serves?

The firm provides services to individuals, high net worth individuals, and corporations or other businesses. The largest group of clients of David Stuart Merrell is high net worth individuals with 120 clients and $344.62 million of assets under management. Among the 11 most similar advisory firms, Tbh Global Asset Management has the 3rd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $452.32 million for 611 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.

Tbh Global Asset Management doesn't advise any private funds.

Careers at Tbh Global Asset Management, LLC

The company employs 6 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 6 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

David Stuart Merrell has been acting as President since 1 Oct 2007. Tbh Plan joined the executive team most recently as the Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Stuart Merrell	President/member	1 Oct 2007	75% - 100%	2948055
Steve Bell	Managing member	1 Nov 2007	Other	5451066
James Steven Bell	Managing member	1 Nov 2007	Other	5451066
Inc. Farmers Bancorp	Member	1 Dec 2007	50% - 75%	71-0651402
Holly R Merrell	Chief compliance officer	1 Dec 2008	Other	5639489
David Stuart Merrell	Chief compliance officer	1 Jul 2012	75% - 100%	2948055
Tbh Plan	Owner	1 Jul 2019	75% - 100%	84-2495518

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Gaylon M Lawrence	Owner	1 Aug 2007	75% - 100%	5450962
Gaylon Maurice Lawrence	Owner	1 Aug 2007	75% - 100%	5459020
David Stuart Merrell	Owner	1 Jul 2019	75% - 100%	2948055

Based in Brentwood

The principal office where Tbh Global Asset Management, LLC performs its advisory services is located at 6 Cadillac Dr., Brentwood, TN 37027, which is also the mailing address of the firm. An additional office of the firm is in Franklin, TN. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 615-690-4820 or by fax 615-298-8565. The normal business hours are 8:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at tbhglobalasset.com.