Tbh Global Asset Management, LLC

Tbh Global Asset Management, LLC (CRD# 145536) is a financial advisory firm headquartered in Brentwood, TN. They manage $354,891,334 in 1,457 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    355
    MILLION
  • Total Number of Accounts
    1,457
    ACCOUNTS
  • Average Account Value
    $243,577
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA, LA, MO, NE, TN, TX

Financial Advisors at Tbh Global Asset Management, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Samuel W. Davis
CRD#: 5199298
40 Burton Hills Blvd., Suite 200, Nashville, TN 37215
96
Wealthminder
score

Samuel Davis (CRD# 5199298) is an Investment Advisor Representative working at Tbh Global Asset Management, LLC in Nashville, TN and has over 11 years of experience in the finance industry. Samuel Davis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Phillip M. Reynolds
CRD#: 5120387
40 Burton Hills Blvd., Suite 200, Nashville, TN 37215
96
Wealthminder
score

Phillip Reynolds (CRD# 5120387) is an Investment Advisor Representative working at Tbh Global Asset Management, LLC in Nashville, TN and has over 11 years of experience in the finance industry. Phillip Reynolds has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Travis S. Anderson
CRD#: 5527103
125 3rd Avenue North, Franklin, TN 37064
93
Wealthminder
score

Travis Anderson (CRD# 5527103) is an Investment Advisor Representative working at Tbh Global Asset Management, LLC in Franklin, TN and has over 9 years of experience in the finance industry.

4
David S. Merrell
CRD#: 2948055
6 Cadillac Dr., Suite 300, Brentwood, TN 37027
93
Wealthminder
score

David Merrell (CRD# 2948055) is an Investment Advisor Representative working at Tbh Global Asset Management, LLC in Brentwood, TN and has over 20 years of experience in the finance industry.

5
Holly R. Merrell
CRD#: 5639489
6 Cadillac Dr., Suite 300, Brentwood, TN 37027
93
Wealthminder
score

Holly Merrell (CRD# 5639489) is an Investment Advisor Representative working at Tbh Global Asset Management, LLC in Brentwood, TN and has over 8 years of experience in the finance industry.

6
Jones N. Warf
CRD#: 4055382
6 Cadillac Dr., Suite 300, Brentwood, TN 37027
93
Wealthminder
score

Jones Warf (CRD# 4055382) is an Investment Advisor Representative working at Tbh Global Asset Management, LLC in Brentwood, TN and has over 16 years of experience in the finance industry.

7
Taylor C. Irwin
CRD#: 5978123
6 Cadillac Dr., Suite 300, Brentwood, TN 37027
90
Wealthminder
score

Taylor Irwin (CRD# 5978123) is an Investment Advisor Representative working at Tbh Global Asset Management, LLC in Brentwood, TN and has over 6 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.