NTV Asset Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 141771
- Website
- ntvassetmanagement.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI93.33%
- Individuals6.67%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
NTV Asset Management, LLC is a small, fee‑based investment adviser organized as an LLC that focuses on portfolio management for individuals and small businesses, with an owner‑type listed as an individual. The firm’s portfolios show a clear equity orientation: exchange‑traded equities are the single largest asset class under management. At the same time, NTV supplements public-market exposures with allocations to third‑party alternative managers across private placements, real estate, commodities and oil & gas, and it uses traditional instruments such as mutual funds, corporate debt and annuities to round out client allocation and income needs. The firm’s business activities go beyond simple advisory relationships. Filings indicate roles as an accountant and sponsor, and that the firm has acted as a general partner and managing member of pooled investment vehicles. That suggests NTV can both place client capital with outside alternative managers and originate or manage private pooled vehicles where appropriate. The adviser is not flagged as an active ESG investor and is structured to charge clients on a percentage‑of‑AUM basis.
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 Equities41%
- Public Funds/Mutual Funds35%
- Cash & Cash Equivalents17%
- State & Local Bonds5%
- US Government Bonds1%
Contacts
2 of 2
Timothy Spahr
Investment Adviser RepresentativeCRD 5850362
Scott Dietz
OwnerCRD 1857837
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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