NTV Asset Management, LLC logo

NTV Asset Management, LLC

Updated today

Client AUM

$67,500,000

Clients

56

Advisors

2

across 2 offices

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

Portfolio management

Expertise

Active portfolio management Passive / index investing Private / alternative investments

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Fee options

Percentage

$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)

Project-based

Hourly or Other Agreement may be used if assets fall significantly below $250,000.

Other

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 office

Marietta GA

Advisors at this office

1

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

Advisors at this firm

user avatar

Timothy S

Series 65

Marietta, GA

NTV Asset Management, LLC

Timothy Spahr is a financial advisor at NTV Asset Management, LLC with 15 years of industry experience. He holds a Series 65 designation and has worked at NTV Asset Management since 2010. Outside of his advisory role, he is an astronomer at the Smithsonian Astrophysical Observatory, where he processes minor planet observations. NTV Asset Management provides investment management and advisory services to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a hybrid investment approach influenced by modern portfolio theory and offers both discretionary and non-discretionary portfolio management, with a focus on individualized client relationships and involvement in private placements.

Active portfolio management Passive / index investing Private / alternative investments
user avatar

Scott D

Series 63, Series 65

Kennesaw, GA

NTV Asset Management, LLC

Scott Dietz is a financial advisor with NTV Asset Management, LLC in Marietta, GA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has served as President and CEO of both NTV Asset Management and its affiliated firm, Eagle Financial Group, where he provides financial counseling including estate and income tax planning for high-net-worth individuals. NTV Asset Management offers investment management and advisory services to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a hybrid investment approach influenced by modern portfolio theory, combining cash or laddered bonds for near-term spending with risk-based asset allocation, and maintains a notable involvement with private placements alongside a related accounting and tax-preparation affiliation.

Active portfolio management Passive / index investing Private / alternative investments
View complete list of advisors at this firm
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