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Director Since 01/1998, Secretary AS of 1/1/2025 · Lbmc Investment Advisors, LLC

David K. Morgan

CRD 4368475 · Named on Form ADV at one SEC-registered adviser

At a glance

Lbmc Investment Advisors, LLC, an SEC-registered wealth manager based in Brentwood, TN with $2.2 billion in regulatory assets, lists David K. Morgan on its Form ADV as Director Since 01/1998, Secretary AS of 1/1/2025, a control person.

Firms and roles

AtlasMembers

David’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Gregory M. HermanPresident, Director, Lbmc Investment Advisors, LLC
  • Derek C. BlandInvestment Advisor, Shareholder AS of 12/2014 Director AS of 01/2025, Lbmc Investment Advisors, LLC
  • Andrew S. ReidInvestment Advisor, Shareholder AS of 12/2019 Director AS of 01/2025, Lbmc Investment Advisors, LLC
  • John A. LitchfieldDirector AS of 01/2025 Treasurer AS of 01/2022, Lbmc Investment Advisors, LLC
  • Myles R. BlechnerChief Compliance Officer, Lbmc Investment Advisors, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.