Tennessee Valley Asset Management Partners LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Tennessee Valley Asset Management Partners LLC
CRD #160321
SEC #801-96325
CIK #0001826790
AUM 1,185.1 M (2026-06-08)
Employees 38 (63% Investors, 39% Brokers)
Fees
Minimum
Phone865-226-9982
Address6025 Brookvale Lane
Knoxville, TN 37919
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($M)
120096072048024002010201520212027
Fees and Compensation — Form ADV Part 2A (3/18/2026) [Brochure]
Item 5 – Fees and Compensation

 TVAMP provides ongoing investment management services for client accounts. These services include
 providing continuous investment advice, portfolio management, and monitoring of client accounts based
 on the client’s financial circumstances, investment objectives, and risk tolerance.

 Fees for asset management services are generally based on a percentage of assets under management
 and are billed quarterly in advance based on the value of the account as of the last business day of the
 prior calendar quarter. Fees are prorated for accounts opened or terminated during a billing period.
 For accounts custodied at LPL Financial, advisory fee calculations are performed through the custodian’s
 billing system based on the client’s written authorization. Because fee calculations are performed at the
 custodial level, TVAMP does not manually adjust account values for billing purposes. TVAMP reviews
 advisory fee calculations for reasonableness and accuracy as part of its supervisory process.

 The maximum annual advisory fee for asset management services is 2.00% of assets under
 management. TVAMP generally requires a minimum account size of $50,000, although this minimum
 may be waived at TVAMP’s discretion.

Asset Management Services

 TVAMP may charge advisory fees based on one of the following methods, as specified in the client
 agreement.
 Tiered Asset-Based Fee Schedule
                         Account Value                       Maximum Annual Fee
                         First $100,000                      Up to 2.00%
                         Next $200,000                       Up to 1.75%
                         Next $450,000                       Up to 1.50%
                         Next $750,000                       Up to 1.25%
                         Assets above $1,500,000             Up to 1.00%

 TVAMP may also charge a flat annual fee or flat dollar fee, depending on the services provided and the
 agreement with the client.

 Clients authorize the qualified custodian of their account to deduct advisory fees directly from the
 account.

Wrap Fee Program
TVAMP sponsors the TVAMP Asset Management Program, a wrap fee program offered through LPL
Financials’ Strategic Wealth Management platform.
 TVAMP, LLC Form ADV Part 2A Disclosure Brochure                                                        Page 15

  Under the wrap fee program, clients pay a single asset-based fee that includes investment advisory services
  and most transaction costs associated with the account. Because wrap fees include transaction costs, clients
  may pay more or less than they would in a traditional brokerage account depending on the level of trading
  activity.

  The maximum annual advisory fee for the wrap fee program is 2.00% of assets under management, although
  the actual fee charged is negotiable and disclosed in the client agreement.
  Additional information regarding the wrap fee program is provided in the TVAMP Wrap Fee Program Brochure
  (Form ADV Part 2A Appendix 1).

   LPL Advisory Programs

   TVAMP may recommend advisory programs sponsored by LPL Financial. Fees for these programs vary
   depending on the specific program selected and may include a combination of program fees, strategist fees,
   and adviser fees..
   Maximum program fees are generally as follows:

                                     Manager Access Select            2.5%
                                     Optimum Market Portfolios        2.5%
                                     Personal Wealth Portfolios       2.5%
                                     Model Wealth Portfolios          2.6%*
                                     Guided Wealth Portfolios         1.35%*

   Detailed information regarding each program, including fee structures and conflicts of interest, is provided
   in the applicable LPL program brochure, which clients receive prior to enrolling in the program.

TVAMP receives compensation when clients participate in LPL-sponsored advisory programs, and the amount of
compensation varies depending on the program selected. These differences are based on the fee structure of
each program and the associated arrangements with LPL. As a result, TVAMP may receive higher compensation
from certain programs than from others or than from other advisory arrangements. This creates a financial
incentive for TVAMP to recommend programs that result in higher compensation. TVAMP addresses this conflict
through its fiduciary duty to act in the client’s best interest and through supervisory review of investment
recommendations.

   Other Fees and Expenses

   In addition to TVAMP’s advisory fees, clients may incur other fees and expenses associated with investment
   products and brokerage services. These may include brokerage transaction charges, mutual fund or ETF
   expenses, variable annuity fees, retirement plan administration fees, custodial charges, and other account-
   related expenses.

   Certain mutual funds charge distribution or servicing fees commonly referred to as 12b-1 fees. These fees
   are paid from the assets of the mutual fund and are described in the fund’s prospectus.

   Investment adviser representatives of TVAMP are also registered representatives of LPL Financial LLC
   (“LPL”), a broker-dealer. In that capacity, LPL receives 12b-1 fees associated with certain mutual fund share
   classes. Although these fees are not paid directly to TVAMP, a portion of the compensation LPL receives
   is shared with its registered representatives pursuant to its compensation structure. As a result, TVAMP’s
   investment adviser representatives receive an indirect financial benefit from such fees...

   TVAMP, LLC Form ADV Part 2A Disclosure Brochure                                                      Page 16

 This arrangement creates a potential conflict of interest because it provides an incentive to recommend
...
Account Minimums and Types of Clients — Form ADV Part 2A (3/18/2026) [Brochure]
Item 7 – Types of Clients

   TVAMP provides advisory services to Individuals, Entities, Pension and Profit-Sharing plans.

   You will be required to execute a written agreement with TVAMP specifying the particular services in
   order to establish a client arrangement with TVAMP.

  Minimum Investment Amounts Required

   TVAMP requires a minimum of $50,000 in order to open an account. To reach this account minimum,
   clients can aggregate all household accounts. Exceptions may be granted to this minimum based on the
   investment adviser representative providing the services, the type of client, the complexity of the client’s
   situation, the composition of the client’s account, the potential for additional account deposits, and the
   relationship of the client and the investment adviser representative.

   The minimum fee generally charged for financial planning and consulting services is $500.

   Third-party money managers may have minimum account and minimum fee requirements in order to
   participate in their programs. Each-third party money manager will disclose its minimum account size and
   fees in its Form ADV Part 2A.
   For sub-account management services, TVAMP generally requires a variable annuity contract with a
   minimum account value of $50,000.
Sector Form 13F Holdings Value ($M)
Apple Inc 6.3
Nvidia Corp 5.4
AbbVie Inc 5.2
iShares Comex Gold Trust 4.4
World Currency Gold Trust 4.1
 
 
 
 
 
 
Holdings by Sector ($M)
100080060040020002017202020232027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 2,161 451.6
(b) Individuals (high net worth individuals) 355 713.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 8 11.3
(h) Charitable organizations 17 1.8
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 12 6.3
(n) Other 0 0.0
Total 5,057 1,185.1
By Discretionary
Discretionary 5,015 1,174.3
Non-Discretionary 42 10.8
Total 5,057 1,185.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1,185.1
Total 5,057 1,185.1
EDGAR Form CIK 2011 - 2026
13F-HR [0001826790]
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesInstitutional, Retail, Research
Comparable Firms State AUM
Hamilton Point Investment Advisors LLC
NC 1,211.3 M
Wright Investors Service Inc
CT 1,207.9 M
The Partners Wealth Management LLC
CA 1,184.0 M
Sikich Capital Management LLC
IL 1,180.3 M
Portland Global Advisors LLC
ME 1,174.8 M
Straightline Group LLC
MI 1,170.4 M
WPWealth LLP
TX 1,167.9 M
Woodard & Co Asset Management Group Inc
NC 1,167.0 M
Great Lakes Retirement Inc
OH 1,163.8 M
Reagan Companies Asset Management Inc
NY 1,160.8 M
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com