TBH Global Asset Management, LLC and its doing business as name of TBH Advisors, (hereinafter
“TBH Advisors” or “firm”, “we”, “adviser”), was originally founded in 2007 in the State of Tennessee.
TBH Advisors currently operates as a Delaware Limited Liability Company. The firm is registered with
the Securities and Exchange Commission (“SEC”) as an investment advi
ser.1 TBH Advisors will
operate under the doing business as names of: TBH Advisors, TBH Invest, TBH Franklin and TBH Sports.
TBH Advisors operates out of two offices. The main office, located at 6 Cadillac Drive, Suite 300,
Brentwood, TN 37037 and a second location at 125 3rd Avenue North, Franklin, TN 37064.
On February 2, 2023, Nitor Holdings, LLC, a Limited Liability Company organized under the laws of
the State of Delaware, which owned one hundred percent (100%) of TBH Global Asset
Management, LLC transferred seventy-five percent (75%) of its outstanding ownership interests to
three additional Managing Member Companies. These companies are TBH Reynolds LLC (25%);
TBH Franklin, LLC (25%) and Post Oak, LLC (25%).
Our Services:
Our firm provides an array of services to clients, which include:
1. Investment Management
2. Financial Planning
3. Consulting Services
4. Pension Consulting Services
5. Trustee Services
6. Bill Payer Services
When we act as your investment adviser, we must act in your best interest, and we do not put our
interest ahead of yours. At the same time, the method by which we are compensated creates
some conflicts with your interests. The following items outline our activities and address conflicts
associated with those activities. You should understand and ask us about these potential conflicts
because they can affect the investment advice we provide you.
Investment Management Services
TBH Advisors will actively manage your investment portfolio based upon your individual financial
and personal needs. We gather information through meetings at a level and method determined
with each client. This may include one or more in-person meetings and/or telephone calls. We will
gather your investor profile information that typically includes your current financial position, future
goals, attitudes toward risk, and your investment objectives. Your Financial Professional will
assist
you in completing our firm’s client profile questionnaire or similar document. This document is
important because we will carefully review it, along with all other documentation and information
you supply (collectively referred to as your “investor profile”). Because we only rely upon the
1 Registration does not imply any specific level of skill or training.
5 | P a g e
information you provide us and do not independently verify it, you should provide us with accurate
information. Be sure that you make your Financial Professional aware of any updates whenever
your circumstance changes. Based on the information you provide, we will develop a
personalized portfolio designed to meet your investment goals and objectives through strategies
and services such as asset allocation, portfolio monitoring, consolidated reporting, and, most
importantly, individualized portfolio management. Individualized portfolio management and a
tailored investment strategy will help us choose among various kinds of investments available in
the market. Investments may include equity securities (stocks), warrants, corporate debt securities
(bonds and notes), certificates of deposit, municipal securities, investment company securities
(mutual funds, including money market funds), exchange-traded funds, closed-end funds and
United States government securities. If appropriate, we may allocate your investments in
accordance with model portfolios we make available from many sources. A model portfolio is
how we communicate to you what specific investments you should have in your portfolio at any
given time.
For our accredited investors, and those whose portfolios are deemed appropriate, we may also
use alternative investments, such as limited partnerships, private equity funds, and REITs that are
not publicly traded as well as special purpose acquisition companies (SPACs). These types of
investments contain considerable risk and therefore, are only recommended for portfolios that
can withstand the possibility of exposure to loss of principal. Although we generally manage
portfolios directly, in some cases, and for certain types of securities, we will engage third party
asset managers to act as sub-advisors in meeting specific needs of portfolio management. Sub-
advisors bill us directly and we do not bill you additionally for the use of sub-advisors. Please see