NTV Asset Management, LLC

RIASEC RegisteredEst. 2000

Total AUM

$1.2B

Discretionary

$1.1B

95% of AUM

Avg account

$1.1M

Accounts

1,013

Employees

5

Advisory reps

5

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

FINTRX

Overview

NTV Asset Management, LLC is an independent, SEC‑registered registered investment adviser formed as an LLC and operating since 2000. The firm serves individuals and families as well as institutional clients, offering financial planning and portfolio management for individuals, small businesses, and institutions. Its fee model combines percentage‑of‑AUM billing with fixed fees. NTV is not positioned as a capital allocator and does not identify as an active ESG investor. The firm was included in Citywire’s "50 Growers Across America" list in 2025.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client 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

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 192

Active vs passive

$807M in ETFs

Passive

96%

$773M

Active

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%

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Primary office

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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