Bhk Investment Advisors, Llc
- Regulatory AUM
- $794M
- Discretionary
- $376M
- Clients
- 328
- Avg AUM / client
- $2.4M
- Accounts
- 771
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Apr 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 123 | $49.9M | 6.28% |
| High net worth individuals | 181 | $434M | 54.6% |
| Pension and profit sharing plans | 11 | $200M | 25.2% |
| Corporations and other businesses | 13 | $111M | 13.9% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Starnes Davis Florie Llp 401(k) Profit Sharing Plan Starnes Davis Florie Llp | 2024 | |
| Wood Fruitticher Grocery Company, Inc Profit Sharing & 401(k) Plan Wood Fruitticher Grocery Company, Inc | 2024 | |
| The Barber Companies, Inc. 401(k) Profit Sharing Plan The Barber Companies, Inc. | 2024 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brock, John Gurney | President | Mar 2005 (21y) | ≈ 18.75% – 50% via Bhk Holdings, Llc | |
| James Bailey Knight | Chief Compliance Officer | Mar 2005 (21y) | 25% – 50% of Bhk Holdings (indirect) | |
| Meredyth Roberts Hazzard | Ceo/Cfo | Mar 2005 (21y) | 25% – 50% of Bhk Holdings (indirect) | |
| Robert Lee Barnett | Registered representative | Chartered Financial Consultant | Nov 2011 (15y) | |
| William Martin Beasley | Registered representative | Jul 2021 (5y) | ||
| Michael Blair | Registered representative | Mar 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Bhk Holdings, Llc | Managing Member | Mar 2005 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Brock, John Gurney: 25% – 50% of Bhk Holdings, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Starnes Davis Florie Llp 401(k) Profit Sharing Plan | Starnes Davis Florie Llp | 114 | $65.1M | 01/01/2024 |
| Wood Fruitticher Grocery Company, Inc Profit Sharing & 401(k) Plan | Wood Fruitticher Grocery Company, Inc | 363 | $46.2M | 01/01/2024 |
| The Barber Companies, Inc. 401(k) Profit Sharing Plan | The Barber Companies, Inc. | 142 | $22.2M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/27/2026 | 1.12 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $291M (37% of AUM) Apr 2026
- Wells Fargo $288M (36% of AUM) Apr 2026
- Gwfs Equities, Inc. $38.3M (6% of AUM) Dec 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 27, 2026.
View current Form ADV (SEC/IAPD) ↗