LBMC Investment Advisors
Overview
LBMC Investment Advisors is a Tennessee-based private investment firm offering comprehensive wealth management services. Established in 1998, the firm specializes in private equity, venture capital, real estate, fixed income, hedge funds, commodities, crypto, infrastructure, distressed and special situations, and ESG and impact investing. It focuses on various investment stages, including seed, early stage, series A, series B, growth, late stage, pre-IPO, buyout, turnaround, and distressed investments. With a geographical focus primarily in the United States, LBMC Investment Advisors serves a diverse range of industries, such as technology, healthcare, real estate, financial services, manufacturing, distribution, energy, consumer goods, media, telecommunications, transportation, utilities, education, hospitality, and retail. The firm manages assets ranging from $1 million to $50 million, catering to high-net-worth individuals, families, and business owners seeking personalized investment strategies and financial planning services.
Investment Focus
- High-net-worth individuals
- Families
- Business owners
- Institutional investors
Portfolio Companies
Reach LBMC Investment Advisors directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about LBMC Investment Advisors
What sectors does LBMC Investment Advisors invest in?
LBMC Investment Advisors invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Tennessee, United States. LBMC Investment Advisors is listed as a private investment firm in the ConnectSafely investor database.
What stage does LBMC Investment Advisors invest at?
LBMC Investment Advisors backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does LBMC Investment Advisors invest in?
LBMC Investment Advisors invests across United States.
Who are the partners at LBMC Investment Advisors?
Team members listed for LBMC Investment Advisors include Ashley Shearin (director of operations).
What companies has LBMC Investment Advisors invested in?
LBMC Investment Advisors's portfolio includes HCA Healthcare, Nashville Predators, Nashville Software School, Cumberland Pharmaceuticals, Covenant Transport, Nissan North America, Tennessee Titans and Vanderbilt University Medical Center.
How do I contact LBMC Investment Advisors?
LBMC Investment Advisors's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
