Katherine Yoho
TBH Global Asset Management · Brentwood, Tennessee
Katherine Yoho is a fee-only financial advisor at TBH Global Asset Management in Brentwood, Tennessee, who holds the CFP credential. 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TN · CRD 5299658 |
| Exams passed | Series 66 (2007) |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | tbhglobalasset.com |
How Katherine'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 Katherine
Is Katherine Yoho a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Katherine 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 Katherine charge for financial advice?
Katherine's firm, TBH Global Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Katherine Yoho based?
Katherine Yoho is based in Brentwood, Tennessee.
What credentials does Katherine Yoho hold?
Katherine Yoho holds the CFP credential.
Is Katherine Yoho registered with the SEC?
Yes. Katherine Yoho is registered as an investment adviser representative in TN (CRD 5299658), 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 Katherine Yoho?
Through Katherine'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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