Tbh Global Asset Management, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 145536
· SEC file 801-68624
· Brentwood, TN
· WWW.FACEBOOK.COM
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ADV data as of Mar 23, 2026
- Regulatory AUM
- $1.5B
- Discretionary
- $1.4B
- Clients
- 1,054
- Avg AUM / client
- $1.4M
- Accounts
- 3,735
- Employees
- 22
AUM over time
$150M
$1.5B
Nov 14, 2011
Mar 23, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 23, 2026
Investments (13F portfolio — 245 positions, $496,526,667)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | COM | $53,269,753 | 209,897 | 10.7% | 3.6% |
| 2 | Ishares Tr | CORE S&P500 ETF | $24,980,830 | 38,085 | 5.03% | 1.69% |
| 3 | Ishares Tr | CORE DIV GRWTH | $14,896,886 | 212,261 | 3.0% | 1.01% |
| 4 | Berkshire Hathaway Inc Del | CL B NEW | $13,885,702 | 28,977 | 2.8% | 0.94% |
| 5 | Alphabet Inc | CAP STK CL A | $13,710,721 | 47,680 | 2.76% | 0.93% |
| 6 | Alphabet Inc | CAP STK CL C | $10,711,037 | 37,339 | 2.16% | 0.72% |
| 7 | Vanguard Whitehall Fds | HIGH DIV YLD | $10,431,145 | 70,433 | 2.1% | 0.7% |
| 8 | Amazon Com Inc | COM | $9,613,019 | 46,157 | 1.94% | 0.65% |
| 9 | Mastercard Incorporated | CL A | $9,103,125 | 18,219 | 1.83% | 0.61% |
| 10 | Vanguard Index Fds | VALUE ETF | $8,330,362 | 42,457 | 1.68% | 0.56% |
| 11 | Exxon Mobil Corp | COM | $8,316,558 | 49,019 | 1.67% | 0.56% |
| 12 | Microsoft Corp | COM | $8,217,319 | 22,199 | 1.66% | 0.55% |
| 13 | Meta Platforms Inc | CL A | $7,137,662 | 12,476 | 1.44% | 0.48% |
| 14 | Ishares Tr | CORE S&P SCP ETF | $6,841,596 | 55,037 | 1.38% | 0.46% |
| 15 | Ishares Tr | CORE US AGGBD ET | $6,343,787 | 63,904 | 1.28% | 0.43% |
| 16 | Walmart Inc | COM | $5,357,138 | 43,105 | 1.08% | 0.36% |
| 17 | Morgan Stanley Etf Trust | EATON VANCE MORT | $5,337,570 | 106,521 | 1.08% | 0.36% |
| 18 | Vaneck Etf Trust | GOLD MINERS ETF | $4,983,524 | 54,305 | 1.0% | 0.34% |
| 19 | J P Morgan Exchange Traded F | EQUITY PREMIUM | $4,931,719 | 87,010 | 0.99% | 0.33% |
| 20 | Ishares Tr | CORE MSCI TOTAL | $4,895,734 | 56,507 | 0.99% | 0.33% |
| 21 | Vanguard Mun Bd Fds | TAX EXEMPT BD | $4,788,554 | 95,982 | 0.96% | 0.32% |
| 22 | Costco Wholesale Corporation | COM | $4,682,066 | 4,699 | 0.94% | 0.32% |
| 23 | J P Morgan Exchange Traded F | ACTIVE BOND ETF | $4,602,557 | 84,643 | 0.93% | 0.31% |
| 24 | Invesco Qqq Tr | UNIT SER 1 | $4,503,570 | 7,803 | 0.91% | 0.3% |
| 25 | Jpmorgan Chase & Co | COM | $4,467,111 | 15,186 | 0.9% | 0.3% |
Top 25 of 245 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 571 | $112M | 7.56% |
| High net worth individuals | 431 | $1.3B | 89.9% |
| Corporations and other businesses | 52 | $37.0M | 2.5% |
People (13)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Stuart Merrell | Manager | Jan 2008 (19y) | ≈ 18.75% – 50% via Nitor Holdings, Llc | |
| Travis Scott Anderson | Manager | May 2008 (18y) | ≈ 18.75% – 50% via Tbh Franklin, Llc | |
| Phillip M Reynolds | Manager | CFP | Mar 2014 (12y) | ≈ 18.75% – 50% via Tbh Reynolds Llc |
| Samuel W Davis | Manager | CFP | Mar 2014 (12y) | ≈ 18.75% – 50% via Post Oak, Llc |
| Jones Nicholas Warf | Chief Compliance Officer | CFP | Aug 2015 (11y) | Less than 5% |
| Andrew Michael Hillis | Registered representative | Apr 2018 (8y) | ||
| Brett Michael Walters | Registered representative | CFP | Jul 2019 (7y) | |
| Katherine Elizabeth Yoho | Registered representative | CFP | Oct 2022 (4y) | |
| Chevonne Wrenn Farler | Registered representative | Dec 2022 (4y) | ||
| David J Singer | Registered representative | Dec 2022 (4y) | ||
| Jeffrey Lynn Littrell | Registered representative | Dec 2022 (4y) | ||
| William Lyttleton Butler | Registered representative | Dec 2022 (4y) | ||
| Joshua Brown Davis | Registered representative | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Nitor Holdings, Llc | Managing Member | Oct 2022 | A | 25% – 50% |
| Tbh Reynolds Llc | Managing Member | Feb 2023 | A | 25% – 50% |
| Post Oak, Llc | Managing Member | Feb 2022 | A | 25% – 50% |
| Tbh Franklin, Llc | Managing Member | Feb 2022 | A | 25% – 50% |
Estimated effective ownership (look-through of filed bands):
- David Stuart Merrell: 75% – 100% of Nitor Holdings, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Travis Scott Anderson: 75% – 100% of Tbh Franklin, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Phillip M Reynolds: 75% – 100% of Tbh Reynolds Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Samuel W Davis: 75% – 100% of Post Oak, Llc × 25% – 50% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 1.04 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- National Financial Services (Fidelity) $1.3B (86% of AUM) Mar 2026
- Charles Schwab & Co. $4.7M (1% of AUM) Apr 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: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗