Katherine Elizabeth Yoho
Investment adviser representative at Tbh Global Asset Management, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Tbh Global Asset Management, LLCOct 2022 to now
- Wileybros Aintree Capital LLCAug 2012 to Oct 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (TN).
Tbh Global Asset Management, LLC
$1.5BAssets managed
1,054Clients
13Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5299658
- Firm CRD
- 145536