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The fee is billed in advance.","source":"ADV PART 2A, filed 27 September 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Tennessee Valley Asset Management Partners use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Tennessee Valley Asset Management Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Tennessee Valley Asset Management Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Tennessee Valley Asset Management Partners?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Tennessee Valley Asset Management Partners get paid?","answer":"Tennessee Valley Asset Management Partners is paid through a percentage of assets under management, hourly charges and fixed fees. 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