NTV Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
NTV Asset Management provides investment management and advisory services to individuals, trusts, estates, charitable organizations and small businesses, managing roughly $67.5 million across about 56 client relationships. The firm offers both discretionary and non‑discretionary portfolio management, periodic reviews and consultative financial planning, and it provides a timing service specifically for clients using its passive portfolio on request.
The firm follows a hybrid approach influenced by modern portfolio theory: it emphasizes prefunding near‑term spending with cash or laddered bonds and allocates remaining assets according to a risk score derived from a licensed Nitrogen questionnaire and a written investment policy statement. Portfolios may be actively managed or index‑based, with the passive strategy using a Schiller valuation model plus moving‑average technical signals to generate buy/sell overlays; available investable vehicles include ETFs, mutual funds, individual equities, options and private placements.
Noteworthy features relative to peers include an affiliation with an accounting and tax‑preparation firm owned by the same principal, and an uncommon level of involvement with private placements — the firm states it negotiates reduced fees and may waive commissions on such offerings. As a small adviser, NTV emphasizes individualized documentation (including net‑worth evaluations) and maintains formal business continuity and information‑security programs to support its customized client relationships.
Client services
Expertise
Fee options
$0 - $250,000: 0.175% quarterly (0.70% annually) $250,001 - $500,000: 0.12% quarterly (0.48% annually) $500,001 - $1,000,000: 0.11% quarterly (0.44% annually) $1,000,001 - $3,000,000: 0.125% quarterly (0.50% annually) $3,000,001+: 0.10% quarterly (0.40% annually)
Hourly or Other Agreement may be used if assets fall significantly below $250,000.
Account minimum: $250,000 Minimum fee: $500 per quarter minimum fee ($2,000 annually) Fee-only: Yes, no commissions; fees are asset-based plus minimum fee; negotiable for friends, family, and accounts over $3,000,000.
Main office
See officeMarietta GA
Advisors at this office
1
Offices (2)
Most active in
Florida · Georgia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)