American Values Investments, Inc.
Firm details
- Headquarters
- Gray, Tennessee
- CRD number
- 117116
- Website
- americanvalues.com
- Fee structure
- Subscription Fees, Other
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
American Values Investments, Inc. is a Tennessee- and Virginia-registered independent investment adviser operating as a corporation under individual ownership. The firm focuses on portfolio management for businesses or institutional entities and reports a fee model built around subscription fees and other non-standard arrangements rather than a pure AUM-based advisory fee. It does not identify itself as an active ESG investor and is not structured as a multi-state or pension consultant adviser. The firm's activities center on advisory relationships with institutions or business clients rather than retail households. Its classification as an independent RIA and the stated client-type focus suggest a narrowly targeted practice that provides discretionary or non-discretionary portfolio services to organizational account holders.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Carter Lecraw
Founder and CEOCRD 1011306
Contacts
3 of 3John Gregory
ShareholderCRD 4649830
Joseph Gregory
ShareholderCRD 4777437
Deborah Lacraw
ShareholderCRD 1803415
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Gray, TN
Washington
Location
Gray, TN
Headquartered in Gray, TN, anchoring the Johnson City-Kingsport-Bristol, TN-VA metro in the South.
- Metro area
- Johnson City-Kingsport-Bristol, TN-VA
- Region
- South
- County
- Washington
- Address
- 198 Suncrest St
- Time zone
- CT (UTC-6)
- Office locations
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