Tbh Advisors, LLC

TBH Advisors, LLC is a registered investment adviser based in Brentwood, TN, founded in 2015 by David Merrell, Sam Davis, Phil Reynolds, and Travis Anderson. The firm offers investment advisory services, including discretionary management of investment portfolios tailored to clients' objectives. They use a mix of domestic and foreign equities, fixed income securities, mutual funds, and exchange-traded funds, with alternative investments for accredited investors. TBH Advisors operates under TBH Global Asset Management, LLC, transitioning to a standalone SEC-registered investment advisor by the end of 2022. The firm charges fees based on a tiered schedule, starting at 2.00% for the first $250,000 of assets under management and decreasing for higher amounts. Financial planning services are offered for a fee based on income or a fixed fee. TBH Advisors does not accept directed brokerage and recommends National Financial Services for custodial services. Clients are monitored regularly, with reviews focusing on portfolio consistency and performance. The firm does not engage in proxy voting or provide tax or legal advice. The advisors are fiduciaries, acting in clients' best interests. The brochure supplements provide detailed information about individual advisors, including their backgrounds, business activities, and compensation arrangements.