Nbz Investment Advisors, LLC
Nbz Investment Advisors, LLC is an SEC-registered wealth manager in Knoxville, TN with $431.2M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Nbz Investment Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 123902, SEC 801-62087, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $431.2M (2026-03-25)
- Firm type
- Wealth Manager
- Location
- Knoxville, TN
- Employees
- 7
- Clients
- 199
- CRD
- 123902
- Ownership
- BALL, ROGER, LEE; NOVINGER, JEFFREY, HALVER; ZIVI, RICHARD, IRA; STOOKSBURY, BRADLEY, EDWARD; HALL, TERRY, RAY
How much AUM does Nbz Investment Advisors, LLC have?
Nbz Investment Advisors, LLC reported $431.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Nbz Investment Advisors, LLC?
Disclosed owners and executives of Nbz Investment Advisors, LLC include BALL, ROGER, LEE, NOVINGER, JEFFREY, HALVER, ZIVI, RICHARD, IRA, STOOKSBURY, BRADLEY, EDWARD, HALL, TERRY, RAY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.