American Values Investments, Inc.

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
3
Advisory reps
4

Firm details

Headquarters
Gray, Tennessee
CRD number
117116
Fee structure
Subscription Fees, Other
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Carter Lecraw

    Carter Lecraw

    Founder and CEOCRD 1011306

Contacts

3 of 3
  • John Gregory

    ShareholderCRD 4649830

  • Joseph Gregory

    ShareholderCRD 4777437

  • Deborah Lacraw

    ShareholderCRD 1803415

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth