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BHK Investment Advisors, LLC
BHK Investment Advisors, LLC is a boutique investment adviser headquartered in Birmingham, Alabama, United States. The firm is SEC-registered (CRD #140515) and specializes in wealth management and investment advisory services tailored primarily for high net worth individuals, as well as pension and profit-sharing plans and corporations. As of 2025, BHK manages assets of approximately $755.8 million and employs around 7 to 10 professionals, a majority of whom are investment advisers and brokers. The firm provides comprehensive financial guidance aiming for successful outcomes through intelligent, straightforward advice. BHK Investment Advisors serves clients mainly in the United States and has been in operation for over a decade.
Investment Strategy
BHK Investment Advisors, LLC focuses on long-term, diversified portfolio management for its clients, primarily high net worth individuals, pension plans, and select corporations. The firm utilizes a mixture of discretionary and non-discretionary investment approaches to build equity-focused portfolios with core holdings in large-cap and growth stocks (such as Apple, JPMorgan, Amazon, Microsoft, Eli Lilly), plus strategic allocations to exchange-traded funds and fixed income products. Their philosophy is rooted in disciplined asset allocation, risk management, and regular rebalancing, with an emphasis on delivering risk-adjusted returns aligned to each client's financial goals. The firm also consults on retirement plans and customizes strategies to fit unique client needs.
Latest 13F Filing Activity
BHK Investment Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 62 equity positions with a total 13F market value of $255M. The fund increased holdings in Vanguard World FD, Vanguard Index FDS, Vanguard Index FDS among other positions. BHK Investment Advisors, LLC reduced exposure to Vanguard BD Index FDS, Apple Inc., Vanguard BD Index FDS among others.
Top Holdings
Equity Positions (62)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MGK | VANGUARD WORLD FD | 11.22% | $28.7M | 78,247 | $177.64 | $366.17 | +$4.5M |
M MGV | VANGUARD WORLD FD | 10.44% | $26.7M | 203,281 | $92.38 | $131.20 | +$397.5K |
V VOT | VANGUARD INDEX FDS | 9.85% | $25.2M | 88,460 | $198.42 | $284.39 | +$3.3M |
B BND | VANGUARD BD INDEX FDS | 9.78% | $25.0M | 339,246 | $76.54 | $73.63 | -$434.2K |
V VBK | VANGUARD INDEX FDS | 9.24% | $23.6M | 85,218 | $210.24 | $276.94 | +$2.8M |
Industry Allocation
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