David Merrell
TBH Global Asset Management · Brentwood, Tennessee
David Merrell is a fee-only financial advisor at TBH Global Asset Management in Brentwood, Tennessee. TBH Global Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | TBH Global Asset Management |
|---|---|
| Based in | Brentwood, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.48B across 3,735 accounts |
| SEC registration | Investment adviser representative in GA, TN, TX · CRD 2948055 |
| Exams passed | Series 63 (1997) · Series 65 (2007) |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | tbhglobalasset.com |
How David's firm compares
- TBH Global Asset Management's average account is about $397,000, from its Form ADV (assets managed divided by 3,735 accounts).
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Questions about David
Is David Merrell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and TBH Global Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, TBH Global Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Merrell based?
David Merrell is based in Brentwood, Tennessee.
Is David Merrell registered with the SEC?
Yes. David Merrell is registered as an investment adviser representative in GA, TN and TX (CRD 2948055), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does TBH Global Asset Management manage?
TBH Global Asset Management reports $1.48B across 3,735 accounts in assets under management.
How do I contact David Merrell?
Through David's website, tbhglobalasset.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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