WB
William L. Butler
TBH GLOBAL ASSET MANAGEMENT
Brentwood, TN 37027
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CRD#: 5819916
WB
Professional summary
William Lyttleton Butler, who also goes by William Butler, is a registered financial advisor currently at TBH GLOBAL ASSET MANAGEMENT, LLC located in Brentwood, Tennessee.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. William has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
William Butler
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.
1. KPMCS, LLC. OWNERSHIP IN RESTAURANT BURGER UP IN COOL SPRINGS- 401B COOL SPRINGS BLVD, SUITE 200 FRANKLIN TN 37067- PREFERRED MEMBER, PROVIDED INITIAL CAPITAL TO START THE RESTAURANT. 3.5% FINANCIAL AND GOVERNING RIGHTS. NO MANAGEMENT DUTIES- 3.5% OWNERSHIP-5 HOUR OUTSIDE BUSINESS HOURS, 0 DURING TRADING HOURS- INVESTMENT RELATED Since 11/2011
2. FIVE DAUGHTERS BAKERY LLC, INVESTOR; INVESTMENT RELATED; START DATE: 04/2015; DURING BUSINESS HOURS- 1, AFTER BUSINESS HOURS- 5; NASHVILLE, TN
3. Taco Lime, LLC DBA Mojo's Tacos; Not Investment; Food Restaurant; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); OCT 2017; During business hours: 0; After business hours: 5; One of the partners providing capital to open the restaurant.
4. AB Family, L.P.- Since 4/2007. 190 Cottonwood Drive, Franklin, TN. Real Estate Commercial Leasing, Owner and Management. Appx. 1 hour during business hours and 1 hour post business hours.
5. ADM Partnership- Since 1/2018. 190 Cottonwood Drive, Franklin, TN. Real Estate Commercial Leasing, Owner and Management. Appx. 1 hour during business hours and 1 hour post business hours.
6. BDP, LLC- Since 10/2017. 190 Cottonwood Drive, Franklin, TN. Real Estate Residential Leasing, Owner and Partner. Appx. 1 hour during business hours and 1 hour post business hours.
CRS (Client Relationship Summary) - RIA
Click below to view William Lyttleton Butler'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
December 2, 2022 - Present
TBH GLOBAL ASSET MANAGEMENT, LLC
Office #1: 6 Cadillac Dr. Suite 300, Brentwood, TN 37027RIA
CRD#: 145536
Brentwood, TN
Past
May 14, 2018 - December 31, 2022
TBH ADVISORS, LLC
RIA
CRD#: 226555
Franklin, TN
Past
October 29, 2010 - May 14, 2018
MORGAN STANLEY
RIA
CRD#: 149777
NASHVILLE, TN
Past
August 26, 2010 - May 14, 2018
MORGAN STANLEY
BD
CRD#: 149777
NASHVILLE, 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(12/2/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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.
