SourcingSourcing

TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS, LLC

C20
CRD 160321·SEC 801-96325·KNOXVILLE, TN
AUM
$1.19B
$1B+
Est. Revenue
$11.9M
@ 1% on AUM
Est. EBITDA
$3.6M
@ 30% margin
Est. Deal Value
$28.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS, LLC
CRD
160321
SEC file #
801-96325
EIN
—
DBA names
Tvamp, Llc

Economics

AUM
$1.19B
AUM band
$1B+
AUM trajectory
'20'26
$256.1M → $1.19B▲ +363%
Client mix
Individuals Other2,161
Individuals High Net Worth355
Charitable Organizations17
Corporations12
Pension Profit Sharing Plans8

Operations

Employees (total)
38
Advisory staff (per ADV)
24
Advisory staff (5-yr trend)
'20'26
10 advisors → 24 advisors▲ +140%
Primary office
KNOXVILLE TN
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/18/2026
ADV-W filed at
—
Website
tvamp.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FOSTER, JEFFREY, BRENT
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
FOSTER, JEFFREY, BRENT
Bowes, Luke, Alexander
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
TVAMP.COM
Rdap Domain Creation Date
2005-10-17T18:02:09Z
Rdap Firm Age Years
21
Rdap Firm Age Band
20+y
Rdap Registrar
IONOS SE

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
20
Bc Firm Active IA Count
23
Bc Firm IAR Count
23
Custodian Candidates
Full
Lpl Financial6
E*trade4
Charles Schwab3
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-17T18:02:09Z
Rdap Domain Last Changed
2025-10-18T07:34:47Z
Rdap Nameservers
Ns1053.ui-dns.deNs1084.ui-dns.comNs1085.ui-dns.bizNs1085.ui-dns.org
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
4160388
Trust Company Affiliate
No

People (23)

23
FOSTER, JEFFREY, BRENT
IAR · Direct Owner · 37.5%
4160388
Bowes, Luke, Alexander
IAR · Direct Owner · 17.5%
5756959
FISHER, SCOTT, BRADLEY
IAR · Direct Owner · 17.5%
3260362
SWEAT, CHARLES, JEFFREY
IAR · Direct Owner · 17.5%
2466467
CHESNEY, PERRY, LAMAR
IAR · Direct Owner · 17.5%
1098695
Benjamin Andrew Hoffman
IAR
8069485
MICHAEL GRIFFIN CONATY
IAR
3083149
KATIE ELIZABETH SLATE
IAR
6948492
James Joseph Williams
IAR
7600286
Dylon P Hibbard
IAR
7572875
WILLIAM ANDREW COCHRAN
IAR
6865568
Melissa Marie Mijares
IAR
6164053
Richard Dwain Gardner
IAR
7183415
BENJAMIN JOHN GLENECK
IAR
7137960
JILL MELISSA BERTKE
IAR
4601911
SHANE ALLEN CALDWELL
IAR
6119862
AMANDA Elizabeth WILSON
IAR
5423222
ROBERT ALLEN EDDINS
IAR
2884204
Jacob Matthew Franke
IAR
7837517
JOSHUA ISON STIDHAM
IAR
6747652
Thomas Lincoln Cook
IAR
6923111
Tyler Michael Seymour
IAR
7113953
RYAN CRAIG HOPPIE
IAR
7729277