TBH GLOBAL ASSET MANAGEMENT, LLC
C22
CRD 145536·SEC 801-68624·BRENTWOOD, TN
AUM
$1.48B
$1B+
Est. Revenue
$14.8M
@ 1% on AUM
Est. EBITDA
$4.4M
@ 30% margin
Est. Deal Value
$35.5M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $452.3M
'21 · $612.1M
'22 · $780.9M
'23 · $889.1M
'25 · $1.27B
'26 · $1.48B
'20'26
$452.3M → $1.48B▲ +227%
Operations
Advisory staff (5-yr trend)
'20 · 6 advisors
'21 · 6 advisors
'22 · 6 advisors
'23 · 7 advisors
'20'23
6 advisors → 7 advisors▲ +17%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (11)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
6 CADILLAC DRSUITE 300BRENTWOOD, TN 37027
Business
6 CADILLAC DRSUITE 300BRENTWOOD, TN 37027
Edgar Recent Filings
13F-HR2026-04-23 · 0001787125-26-000002
13F-HR2026-01-29 · 0001787125-26-000001