BHK Investment Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$483,677,494
This total excludes 24 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
304
60% high-net worth
Advisors
1
of 9 employees
Firm type
Team
4-10 advisors or $500M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
304
Very HighAverage account size
$1,591,044
About
BHK Investment Advisors provides investment advisory and consulting services to individuals (including high-net-worth clients), corporations, retirement plans, foundations, and other institutions. The firm offers portfolio management, manager-selection consulting, a math-based ETF model program (BHK-GPS), and retirement plan consulting across income, growth, balanced and ETF-focused strategies.
Advisors work with clients through Investment Advisor Representatives who gather financial and demographic information to develop tailored investment programs; services can be delivered on a discretionary or non-discretionary basis and include manager evaluation and ongoing monitoring. The firm’s BHK-GPS program emphasizes broad multi-asset ETF allocations, regular rebalancing, and quarterly performance reporting versus benchmarks, and it notes that some manager-provided performance reports are not audited.
BHK is affiliated with an in-house broker-dealer and insurance agency, and many advisors also serve as registered representatives, which results in broker-dealer and insurance compensation streams (including receipt and sharing of certain 12b-1 and custody-related fees) and staff time spent on broker-dealer/insurance activities. Compared with many peers, BHK manages a substantial portion of assets on a non‑discretionary basis and maintains formal relationships with third‑party managers it evaluates and recommends for clients.
Client services
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Private / alternative investments
Fee options
$0 - $5,000,000: 1.00% annually (Equity and Balanced Accounts) $5,000,001 - $10,000,000: 0.75% annually (Equity and Balanced Accounts) $10,000,001+: 0.50% annually (Equity and Balanced Accounts) $0 - $5,000,000: 0.75% annually (Fixed Income Accounts) $5,000,001 - $10,000,000: 0.50% annually (Fixed Income Accounts) $10,000,001+: 0.25% annually (Fixed Income Accounts) $0 - $5,000,000: 1.00% annually (BHK Investment Consulting) $5,000,001 - $10,000,000: 0.60% annually (BHK Investment Consulting) $10,000,001 - $20,000,000: 0.50% annually (BHK Investment Consulting) $20,000,001 - $30,000,000: 0.15% annually (BHK Investment Consulting) $30,000,001 - $40,000,000: 0.10% annually (BHK Investment Consulting) $40,000,001+: 0.05% annually (BHK Investment Consulting)
Account minimum: $250,000 Minimum fee: Minimum annual fee may be charged; amount varies and will be detailed in client agreement Fee-only: Fees are advisory fees paid quarterly in advance; no commissions included in advisory fees
Main office location
BHK Investment Advisors
2200 Lakeshore Drive, Suite 250
Birmingham AL 35209-8803, United States
Number of offices
1
Most active in
BHK Investment Advisors has reported serving >5 clients in these states in the last 12 months.
Alabama · Florida · Georgia · Louisiana · Tennessee · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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