{"url":"https://nivawealth.com/firms/bhk-investment-advisors-140515","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/140515","regulatoryAum":794064525,"crd":"140515","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"1343915","suffix":null,"lastName":"BARNETT","firstName":"ROBERT","middleName":"LEE"},{"crd":"1750089","suffix":null,"lastName":"Beasley","firstName":"William","middleName":"Martin"},{"crd":"6616534","suffix":null,"lastName":"Blair","firstName":"Michael","middleName":null},{"crd":"1427196","suffix":null,"lastName":"HAZZARD","firstName":"MEREDYTH","middleName":"ROBERTS"},{"crd":"2787109","suffix":null,"lastName":"KNIGHT","firstName":"JAMES","middleName":"BAILEY"}],"total":5,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-30","regulatoryAum":589568959,"clients":291,"employees":8,"offices":1},{"filedOn":"2022-05-06","regulatoryAum":701087501,"clients":309,"employees":9,"offices":1},{"filedOn":"2023-03-31","regulatoryAum":574165874,"clients":314,"employees":9,"offices":1},{"filedOn":"2024-03-25","regulatoryAum":664142639,"clients":318,"employees":10,"offices":1},{"filedOn":"2025-03-24","regulatoryAum":755759558,"clients":316,"employees":7,"offices":1},{"filedOn":"2026-04-27","regulatoryAum":794064525,"clients":328,"employees":9,"offices":1}],"secFileNumber":"801-66669","legalName":"BHK 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many clients does BHK Investment Advisors have?","answer":"BHK Investment Advisors has 328 clients and manages $794 million for them, as of April 2026. They include 181 high-net-worth individuals, 123 individual clients, and 13 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 27 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does BHK Investment Advisors offer?","answer":"BHK Investment Advisors provides portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does BHK Investment Advisors use?","answer":"BHK Investment Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $291M and Wells Fargo Clearing Services, LLC (St. Louis, MO), with $288M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does BHK Investment Advisors have?","answer":"BHK Investment Advisors has 5 investment adviser representatives registered with state securities authorities, out of 9 employees, and 5 perform investment advisory functions. 5 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does BHK Investment Advisors invest in?","answer":"At the end of its last fiscal year, BHK Investment Advisors’ separately managed accounts held 52% registered funds (mutual funds, ETFs, BDCs), 41% exchange-traded equities, 6% cash and equivalents and 1% pooled vehicles (private funds and similar).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns BHK Investment Advisors?","answer":"BHK Investment Advisors is owned through a holding company by John Brock. Its direct owners are BHK Holdings, LLC (75% or more), Meredyth Hazzard (25% to 50%) and James Knight (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 27 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does BHK Investment Advisors get paid?","answer":"BHK Investment Advisors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is BHK Investment Advisors registered with the SEC?","answer":"Yes, BHK Investment Advisors has been registered with the SEC as an investment adviser since 17 May 2006. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}