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, SEC-registered Registered Investment Adviser (since 2000) run as a single-owner limited liability company. The firm serves both individual/family clients and institutional clients, providing financial planning and discretionary portfolio management for individuals, small businesses, and businesses or institutions. Its fee model combines a percentage-of-AUM approach with fixed-fee arrangements. NTV does not position itself as a capital allocator and is not an active ESG investor; it is not listed as a multi-state adviser. Citywire recognized the firm in 2025 on its "50 Growers Across America" list.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities72%
- US Government Bonds10%
- Investment Grade Corp Bonds6%
- State & Local Bonds4%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1
John Valentine
Managing Member and Chief Investment OfficerCRD 2236821
Contacts
3 of 4
James 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 192Active vs passive
$807M in ETFs
96%
$773M
4%
$33.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $80.7M | 108,042 | 10.00% |
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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