Chief Compliance Officer · Lbmc Investment Advisors, LLC
Myles R. Blechner
CRD 2709013 · Named on Form ADV at 6 SEC-registered advisers
At a glance
Lbmc Investment Advisors, LLC, an SEC-registered wealth manager based in Brentwood, TN with $2.2 billion in regulatory assets, lists Myles R. Blechner on its Form ADV as Chief Compliance Officer, a control person. The SEC filings also name Myles at 5 other registered advisers.
Firms and roles
- Lbmc Investment Advisors, LLCChief Compliance OfficerWealth manager · Brentwood, TN · $2.2B in regulatory assets
- Laramar Multi-Family Value Manager, LLCChief Compliance OfficerPrivate fund adviser · Chicago, IL · $1.9B in regulatory assets
- Destra Capital Advisors LLCChief Compliance OfficerAsset manager · Bozeman, MT · $464M in regulatory assets
- Artist Capital Management LLCChief Compliance OfficerPrivate fund adviser · New York, NY · $418M in regulatory assets
- DFC Preferred Advisors LLCChief Compliance OfficerAsset manager · Bozeman, MT · $229M in regulatory assets
- Electra CapitalChief Compliance OfficerPrivate fund adviser · Conshohocken, PA · $1.5B in regulatory assets
AtlasMembers
Myles’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 each firm
- 6 firmsLocked
- Control-person status
- 5 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (19)
- David K. MorganDirector Since 01/1998, Secretary AS of 1/1/2025, Lbmc Investment Advisors, LLC
- 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
14 more people named with Myles on the same filings, with titles and firms. Free in Atlas with a free account.
See all 19 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Myles’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.