NTV ASSET MANAGEMENT, LLC
Firm details
- Headquarters
- CHARLESTON, West Virginia
- CRD number
- 111062
- Registered since
- November 28, 2000
- Website
- www.ntvam.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI63.76%
- Individuals22.38%
- Pension & Profit Sharing Plans6.39%
- Charitable Organizations5.15%
- Corporations / Businesses2.31%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
NTV Asset Management, LLC is an independent, privately owned registered investment adviser organized as an LLC and SEC-registered since 2000. The firm serves both individual and family clients as well as institutional clients, offering financial planning and portfolio management for individuals, small businesses, and larger business or institutional accounts. Its fees are a blend of AUM-based charges and fixed fees. NTV does not position itself as an active ESG investor and is not registered as a multi-state adviser. It does not describe itself as a capital allocator. In 2025 the firm appeared in Citywire’s "50 Growers Across America" list.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities72%
- US Government Bonds10%
- Investment Grade Corp Bonds6%
- State & Local Bonds4%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1JOHN VALENTINE
Managing Member and Chief Investment OfficerCRD 2236821
Contacts
3 of 4JAMES THOMAS
Managing MemberCRD 4372477
JOHN VALENTINE
Portfolio ManagerCRD 5223769
IAN FLORES
Senior Vice PresidentCRD 2658468
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 189Active vs passive
$716M in ETFs
96%
$690M
3%
$25.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $70.9M | 109,021 | 9.90% |
Location
CHARLESTON, WV
KANAWHA
Location
CHARLESTON, WV
Headquartered in CHARLESTON, WV, anchoring the Charleston-Huntington-Ashland, WV-OH-KY metro in the South.
- Metro area
- Charleston-Huntington-Ashland, WV-OH-KY
- Region
- South
- County
- KANAWHA
- Address
- 170 Summers St
- Time zone
- ET (UTC-5)
- Office locations
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