SourcingSourcing

BHK INVESTMENT ADVISORS, LLC

B57
CRD 140515·SEC 801-66669·BIRMINGHAM, AL
AUM
$794.1M
$500M-$1B
Est. Revenue
$7.9M
@ 1% on AUM
Est. EBITDA
$2.4M
@ 30% margin
Est. Deal Value
$19.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BHK INVESTMENT ADVISORS, LLC
CRD
140515
SEC file #
801-66669
EIN
000000000
DBA names
Bhk Investment Advisors

Economics

AUM
$794.1M
AUM band
$500M-$1B
AUM trajectory
'20'26
$619.3M → $794.1M▲ +28%
Client mix
Individuals High Net Worth181
Individuals Other123
Corporations13
Pension Profit Sharing Plans11

Operations

Employees (total)
9
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
7 advisors → 5 advisors▼ -29%
Primary office
BIRMINGHAM AL
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesPension consultingSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/27/2026
ADV-W filed at
—
Website
bhkllc.com

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BHK HOLDINGS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
BHK HOLDINGS, LLC
HAZZARD, MEREDYTH, ROBERTS
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BHKLLC.COM
Rdap Domain Creation Date
2005-03-22T16:30:42Z
Rdap Firm Age Years
21
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
56,198
Form 5500 Compensation Trajectory 3y
202556,198
Form 5500 Plan Count Trajectory 3y
20252
Schedule C Total Compensation
56,198
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0001710539
Edgar Registered
Yes
Edgar Filing Count
36
Edgar First Filing Date
2018-02-08
Edgar Last Filing Date
2026-04-29
Edgar 13f Count
34
Edgar 13f Latest AUM Estimate
Filing Date2026-04-29
Accession0001062993-26-002202

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
4
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Charles Schwab6
Wells Fargo4
E*trade4
Edgar Addresses
Mailing
2200 LAKESHORE DRIVE, SUITE 250BIRMINGHAM, AL 35209
Business
2200 LAKESHORE DRIVE, SUITE 250BIRMINGHAM, AL 35209
Edgar EIN
000000000
Edgar Recent Filings
13F-HR2026-04-29 · 0001062993-26-002202
13F-HR2026-02-03 · 0001062993-26-000570
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-03-22T15:30:42Z
Rdap Domain Last Changed
2025-03-23T12:11:24Z
Rdap Nameservers
Kristin.ns.cloudflare.comMajor.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (5)

5
HAZZARD, MEREDYTH ROBERTS
IAR · Executive Officer · 2.5%
1427196
KNIGHT, JAMES BAILEY
IAR · Executive Officer · 2.5%
2787109
ROBERT LEE BARNETT
IAR
1343915
William Martin Beasley
IAR
1750089
Michael Blair
IAR
6616534