Thomas C. Hatfield

LBMC INVESTMENT ADVISORS

Brentwood, TN 37027

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CRD#: 6810733

Professional summary

Thomas Clay Hatfield is a registered financial advisor currently at LBMC INVESTMENT ADVISORS, LLC located in Brentwood, Tennessee.

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Thomas has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Clay Hatfield'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®

None

Experience

Current

August 9, 2024 - Present

LBMC INVESTMENT ADVISORS, LLC

Office #1: 201 Franklin Road Suite 400, Brentwood, TN 37027

RIA

CRD#: 108943

Brentwood, TN

Past

January 23, 2023 - July 31, 2024

BRASADA CAPITAL MANAGEMENT, LP

RIA

CRD#: 147775

HOUSTON, TX

Past

October 6, 2020 - September 30, 2022

PACER FINANCIAL, INC.

CRD#: 137040

MALVERN, PA

Past

June 30, 2017 - October 1, 2020

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

CRD#: 40178

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".

LBMC INVESTMENT ADVISORS, LLC

LBMC INVESTMENT ADVISORS LLC | LBMC INVESTMENT ADVISORS, LLC

CRD#: 108943 / SEC#: 801-55589

RIA

Registered Investment Advisory firm - (5/26/1998 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
(8/9/2024)

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: 1/23/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/4/2017

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 9/10/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 6/30/2017

Investment Company Products/Variable Contracts Representative Examination

Current Firm

LBMC INVESTMENT ADVISORS, LLC

LBMC INVESTMENT ADVISORS LLC | LBMC INVESTMENT ADVISORS, LLC

CRD#: 108943 / SEC#: 801-55589

RIA

Registered Investment Advisory firm - (5/26/1998 Approved)

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Contact information

Main Address

201 Franklin Road Suite 400, Brentwood, TN 37027

Mailing Address

P.o. Box 1869, Brentwood, TN 37024-1869

Phone number

(615) 377-4603

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A YE2024 (1/27/2025)

Regulatory assets under management

Total Number of Accounts	1,655
AUM (Assets Under Management)	$ 1,953,855,930

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/24/2025	Cover Page	Report
09/24/2024	Cover Page	Report
10/26/2023	Cover Page	Report
12/28/2022	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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Thomas C. Hatfield

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Clay Hatfield's CRS (Customer Relationship Summary).

Certified licenses

Experience

BRASADA CAPITAL MANAGEMENT, LP

PACER FINANCIAL, INC.

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

Primary Firm SEC Registration

LBMC INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/23/2023

Series 63

Date: 8/4/2017

Series 7TO

Date: 9/10/2020

SIE

Date: 10/1/2018

Series 6

Date: 6/30/2017

Current Firm

LBMC INVESTMENT ADVISORS, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

LBMC INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

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