TA
Travis S. Anderson
TBH GLOBAL ASSET MANAGEMENT
FRANKLIN, TN 37064
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CRD#: 5527103
TA
Professional summary
Travis Scott Anderson is a registered financial advisor currently at TBH GLOBAL ASSET MANAGEMENT, LLC located in Franklin, Tennessee.
Travis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Travis has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
OLD HOUSE INVESTMENTS, LLC; 125 3RD AVE N, FRANKLIN, TN 37064; RENTAL PROPERTY, MANAGING DIRECTOR AND LANDLORD; FEW HOURS PER MONTH; TBH OFFICE LOCATION.
Mr. Anderson has ownership in the following companies:
KPMCS, LLC - Burger Up Restaurant Cool Springs; 36% Co-owner.
Smile Spotters, LLC - Books; 50% Co-owner.
FJC, LLC - The Franklin Juice Company; 16.67owner and board member.
HCR, LLC- Honest Coffee Shop; 16.67% owner and board member.
Taco Lime, LLC - Mojo's Tacos Restaurant - 31.47% owner.
Luke Scott Partnership - downtown Nashville office space; 50% co-owner.
Juice Nashville, LLC - Juice Bar in Nashville; 25% Co-owner
CRS (Client Relationship Summary) - RIA
Click below to view Travis Scott Anderson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 28, 2008 - Present
TBH GLOBAL ASSET MANAGEMENT, LLC
Office #1: 125 3rd Avenue North, Franklin, TN 37064RIA
CRD#: 145536
FRANKLIN, TN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TG
TBH GLOBAL ASSET MANAGEMENT, LLC
TBH ADVISORS | TBH SPORTS | TBH INVEST | TBH GLOBAL ASSET MANAGEMENT, LLC | TBH FRANKLIN | TBH COOL SPRINGS
CRD#: 145536 / SEC#: 801-68624
RIA
Registered Investment Advisory firm - (1/2/2008 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Tennessee(5/28/2008)
Current Firm
TG
TBH GLOBAL ASSET MANAGEMENT, LLC
TBH ADVISORS | TBH SPORTS | TBH INVEST | TBH GLOBAL ASSET MANAGEMENT, LLC | TBH FRANKLIN | TBH COOL SPRINGS
CRD#: 145536 / SEC#: 801-68624
RIA
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Contact information
Main Address
6 Cadillac Dr. Suite 300, Brentwood, TN 37027
Mailing Address
Phone number
(615) 690-4820
Established
Firm type
Fiscal year end
# of Employees
20
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,627 |
| AUM (Assets Under Management) | $ 1,274,662,966 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/26/2025 | ||
| 03/28/2024 | ||
| 02/27/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
