Michael B. Blair

BHK INVESTMENT ADVISORS

Birmingham, AL 35209-8803

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CRD#: 6616534

Professional summary

Michael Brooks Blair, AIF®, who also goes by Brooks Blair, Michael Brooks Blair, is a registered financial advisor currently at BHK INVESTMENT ADVISORS located in Birmingham, Alabama.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Michael has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brooks Blair | Michael Brooks Blair

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) Birmingham Zoo, Non-Investment related, 2630 Cahaba Road, Birmingham, AL 35223, Junior Board Member, Started September 2023, 2 hours/month, 0 hrs/month during securities trading hours, Junior Board. 2) Boys and Girls Club of Central AL, Non-Investment related, P.O. Box 10301 Birmingham AL 35202, Foundation Board Member, Started April 2023, 2 hours/month, 0 hours/month during securities trading hours, Foundation Guidance.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Brooks Blair's CRS (Customer Relationship Summary).

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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

March 6, 2024 - Present

BHK INVESTMENT ADVISORS

Office #1: 2200 Lakeshore Drive Suite 250, Birmingham, AL 35209-8803

RIA

CRD#: 140515

Birmingham, AL

Past

August 4, 2016 - February 13, 2024

PORTER WHITE INVESTMENT ADVISORS, INC.

RIA

CRD#: 110876

BIRMINGHAM, AL

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".

BHK INVESTMENT ADVISORS

BHK INVESTMENT ADVISORS | BHK INVESTMENT ADVISORS, LLC

CRD#: 140515 / SEC#: 801-66669

RIA

Registered Investment Advisory firm - (5/17/2006 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

Alabama
(3/6/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/4/2016

Uniform Investment Adviser Law Examination

Current Firm

BHK INVESTMENT ADVISORS

BHK INVESTMENT ADVISORS | BHK INVESTMENT ADVISORS, LLC

CRD#: 140515 / SEC#: 801-66669

RIA

Registered Investment Advisory firm - (5/17/2006 Approved)

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Contact information

Main Address

2200 Lakeshore Drive Suite 250, Birmingham, AL 35209-8803

Mailing Address

Phone number

(205) 322-2025

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A (3/24/2025)

Regulatory assets under management

Total Number of Accounts	751
AUM (Assets Under Management)	$ 755,759,558

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
03/31/2025	Cover Page	Report
02/27/2024	Cover Page	Report
02/27/2023	Cover Page	Report

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.

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Michael B. Blair

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Brooks Blair's CRS (Customer Relationship Summary).

Certified licenses

Experience

BHK INVESTMENT ADVISORS

PORTER WHITE INVESTMENT ADVISORS, INC.

Primary Firm SEC Registration

BHK INVESTMENT ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 8/4/2016

Current Firm

BHK INVESTMENT ADVISORS

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BHK INVESTMENT ADVISORS

TRUST BUT VERIFY

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