Tennessee Valley Asset Management Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, publishing newsletters, and educational seminars. Financial planning was provided to 500 clients last fiscal year.
Tennessee Valley Asset Management Partners reports 2,553 clients. They include 2,161 individual clients, 355 high-net-worth individuals and 17 charitable organizations. Of its assets, 99.1% ($1.17B across 5,015 accounts) are managed with discretion; $10.8M across 42 accounts are not. A wrap fee program the firm both sponsors and manages holds $135M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 85% | 38% |
| High-net-worth individuals | 14% | 60% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 2,161 | $452M | 38.1% | $209K |
| High-net-worth individuals | 355 | $714M | 60.2% | $2.01M |
| Pension and profit-sharing plans | 8 | $11.3M | 1.0% | $1.42M |
| Charitable organizations | 17 | $1.82M | 0.2% | $107K |
| Corporations and other businesses | 12 | $6.34M | 0.5% | $529K |
| Total | 2,553 | $1.19B | 100% | $464K |
- Clients
- 2,161
- Regulatory AUM
- $452M
- AUM share
- 38.1%
- Avg. per client
- $209K
- Clients
- 355
- Regulatory AUM
- $714M
- AUM share
- 60.2%
- Avg. per client
- $2.01M
- Clients
- 8
- Regulatory AUM
- $11.3M
- AUM share
- 1.0%
- Avg. per client
- $1.42M
- Clients
- 17
- Regulatory AUM
- $1.82M
- AUM share
- 0.2%
- Avg. per client
- $107K
- Clients
- 12
- Regulatory AUM
- $6.34M
- AUM share
- 0.5%
- Avg. per client
- $529K
Total
- Clients
- 2,553
- Regulatory AUM
- $1.19B
- AUM share
- 100%
- Avg. per client
- $464K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 500
Tennessee Valley Asset Management Partners charges 1.00%–2.00% a year for its Asset Management Services. Each asset band is charged at its own rate. The fee is billed in advance. The brochure also prices 3 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$100K | 2.00% |
| $100K–$300K | 1.75% |
| $300K–$750K | 1.50% |
| $750K–$1.5M | 1.25% |
| $1.5M and above | 1.00% |
Fee details and sources
Other fees
- Accounting Liaison Services
- Annual fees of up to 1% of assets under management, billed quarterly in advance and separate from the advisory fee.
- Financial Planning and Consulting
- Hourly at $100 to $500 per hour, or a fixed fee of $500 to $8,000 depending on the engagement.
- Retirement Account Planning
- Ongoing planning for retirement accounts is charged up to 2.00% of assets under advisement, billed quarterly in arrears.
Jeffrey Foster owns 25% to 50% of Tennessee Valley Asset Management Partners. The leadership team of Tennessee Valley Asset Management Partners includes Chief Compliance Officer Jeffrey Foster. It has 38 employees, 24 of them in advisory roles.
Staff
- 38 employees
- 24 in advisory functions
- 24 state-registered reps
- 15 broker-dealer reps
- 15 insurance agents
- 1 soliciting firm
- Owns 25% to 50% of Tennessee Valley Asset Management Partners, LLC
Jeffrey Foster
Control person · since January 2012
- Owns 10% to 25% of Tennessee Valley Asset Management Partners, LLC
Charles Sweat
Control person · since January 2012
- Owns 10% to 25% of Tennessee Valley Asset Management Partners, LLC
Scott Fisher
Control person · since January 2012
- Owns 10% to 25% of Tennessee Valley Asset Management Partners, LLC
Luke Bowes
Control person · since February 2023
- Owns 10% to 25% of Tennessee Valley Asset Management Partners, LLC
Perry Chesney
Control person · since July 2024
Tennessee Valley Asset Management Partners’ regulatory assets grew 2.4× from $485M (June 2021) to $1.19B (September 2026); clients rose from 2,221 to 2,553 and employees from 13 to 38.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $1.19B | 2,553 | 38 | 29 |
| Mar 2025March 2025 | $1B | 2,612 | 32 | 30 |
| Apr 2024April 2024 | $677M | 2,607 | 19 | 31 |
| Jul 2023July 2023 | $577M | 2,405 | 16 | 31 |
| Mar 2022March 2022 | $632M | 2,354 | 15 | 31 |
| Jun 2021June 2021 | $485M | 2,221 | 13 | 35 |
Besides its headquarters, Tennessee Valley Asset Management Partners has 28 offices (2 private residences, listed without an address), with 28 listed addresses in 1 state.
Tennessee · 28 listed addresses
- 6025 Brookvale Lane, Suite 160, KnoxvilleHQ
- 455 Market Drive, Lenoir City
- 102 N Seven Oaks Drive, Knoxville
- 4520 Greenway Drive, Knoxville
- 1339 Volunteer Parkway, Bristol
- 5327 Winner'S Circle Road, Morristown
- 7210 Chapman Hwy, Knoxville
- 11490 Parkside Drive, Farragut
- 5271 Highway 11e, Piney Flatts
- 3101 Millers Point Drive, Morristown
- 2325 Market Place Drive, Maryville
- 7515 Central Avenue Pike, Powell
- 4310 Winkler Ave, Morristown
- 11566 Chapman Hwy, Seymour
- 1974 Town Center BLVD, Knoxville
- 711 W 1st North St., Morristown
- 2518 East Stone Drive, Kingsport
- 306 Main Street, Jacksboro
- 4118 Asheville Hwy, Knoxville
- 662 E. Broadway BLVD, Jefferson City
- 2004 N. Roan Street, Johnson City
- 1916 Roane State Highway, Harriman
- 1113 Hunter'S Crossing, Alcoa
- 4611 Kingston Pike, Knoxville
- 1316 Wilson Road, Knoxville
- 1037 Middlecreek RD, Sevierville
- 7459 Maynardville Pike, Knoxville
- 31 Market Square, Knoxville
Other business names
Tennessee Valley Asset Management Partners has reported 1 other business name to the SEC.
- Tvamp
Contact and registration details
- Legal name
- Tennessee Valley Asset Management Partners, LLC
- Headquarters
- 6025 Brookvale Lane, Suite 160, Knoxville, TN 37919
- Website
- tvamp.net
- Phone
- 865-226-9982
- SEC file
- 801-96325
- Structure
- Tennessee LLC
- Fiscal year end
- December
Tennessee Valley Asset Management Partners’ named custodians for separately managed accounts are LPL Financial ($1.04B, 88%) and Charles Schwab ($143M, 12%). Tennessee Valley Asset Management Partners has custody of $143M for 300 clients.
- LPL FinancialLPL Financial LLC · Boston, MA · $1.04B88%
- Charles SchwabCharles Schwab & Co., Inc. · El Paso, TX · $143M12%
At year end, Tennessee Valley Asset Management Partners’ separately managed accounts were mostly in funds (88%). Its reported 13F holdings for the quarter ended 30 June 2026 total $907M across 207 positions; the largest are SPDR Series Trust (17.7%), iShares TR (6.8%) and Blackrock ETF Trust (6.0%).
What the accounts hold
- Stocks8%
- Funds88%
- Bonds3%
- Investment grade corporate bonds2%
- U.S. government and agency bonds1%
Filed values cover 99%. The neutral 1% gap has no reported category.
How many clients does Tennessee Valley Asset Management Partners have?
Tennessee Valley Asset Management Partners has 2,553 clients and manages $1.19 billion for them, as of September 2026. They include 2,161 individual clients, 355 high-net-worth individuals and 17 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 September 2026
What services does Tennessee Valley Asset Management Partners offer?
Tennessee Valley Asset Management Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, publishing newsletters, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Tennessee Valley Asset Management Partners charge?
Tennessee Valley Asset Management Partners charges 1.00%–2.00% a year for its Asset Management Services. Each asset band is charged at its own rate. The fee is billed in advance.
Which custodians does Tennessee Valley Asset Management Partners use?
Tennessee Valley Asset Management Partners’ separately managed account assets are held at LPL Financial LLC (Boston, MA), with $1.04B and Charles Schwab & Co., Inc. (El Paso, TX), with $143M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 September 2026
How many financial advisors does Tennessee Valley Asset Management Partners have?
Tennessee Valley Asset Management Partners has 24 investment adviser representatives registered with state securities authorities, out of 38 employees, and 24 perform investment advisory functions. 15 employees are registered representatives of a broker-dealer and 15 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Tennessee Valley Asset Management Partners invest in?
At the end of its last fiscal year, Tennessee Valley Asset Management Partners’ separately managed accounts held 88% registered funds (mutual funds, ETFs, BDCs), 8% exchange-traded equities, 2% investment grade corporate bonds and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Tennessee Valley Asset Management Partners?
Tennessee Valley Asset Management Partners’ direct owners are Jeffrey Foster, Charles Sweat, Scott Fisher, Luke Bowes and Perry Chesney, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 27 September 2026
How does Tennessee Valley Asset Management Partners get paid?
Tennessee Valley Asset Management Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Tennessee Valley Asset Management Partners?
Tennessee Valley Asset Management Partners’ main office is at 6025 Brookvale Lane, Suite 160, Knoxville, TN 37919. Its phone number is 865-226-9982. Its website is tvamp.net.