NTV Asset Management, LLC logo

NTV Asset Management, LLC

Updated today

Client assets under management

$998,602,570

Clients

338

29% high-net-worth

Advisors

5

of 5 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

68

Typical

Average account size

$2,954,445

About

NTV Asset Management, LLC is an SEC-registered investment adviser that provides portfolio management, model portfolio services, and financial planning to individuals (including high-net-worth clients), pension and profit-sharing plans, charitable organizations, and other businesses. Services are delivered on both a discretionary and non-discretionary basis and include individualized portfolio management as well as model asset-allocation portfolios aligned to goals from Income to Growth.

The firm applies a mix of analytical approaches — fundamental, technical (including charting and cyclical analysis), quantitative and qualitative — and uses both long- and short-term trading strategies alongside asset-allocation and mutual fund/ETF selection; accounts are reviewed at least quarterly. Model portfolios are managed to the model’s stated objectives, while individualized portfolios are constructed around each client’s stated goals, time horizon, tax considerations and risk tolerance.

NTV manages over $1.09 billion of discretionary assets with a five-advisor team and has added model portfolio management to its service set while offering financial planning without a separate charge. The combination of a relatively large asset base for a small team, the formal model-portfolio program, the documented use of technical and quantitative tools, and established proxy-voting and block-trading practices are features that differentiate its operating approach from some peers.

Client services

Financial planning Portfolio management

Expertise

Wealth management Real estate investing

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Fee options

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.85% $3,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.60% $10,000,001 - $20,000,000: 0.50% $20,000,001+: 0.40%

Other

Account minimum: $1,000,000

Main office location

NTV Asset Management, LLC

170 Summers Street, Suite 200

Charleston WV 25301-1800, United States

Number of offices

1

Most active in

California · Florida · Georgia · North Carolina · Pennsylvania · South Carolina · Texas · Virginia · West Virginia

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

Ian F

Series 63, Series 65

Charleston, WV

NTV Asset Management, LLC

Ian Flores is a financial advisor at NTV Asset Management, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at NTV Asset Management since 2019, following a 19-year tenure at BB&T Asset Management, Inc. NTV Asset Management provides continuous portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a range of analytical techniques to inform investment decisions and manages nearly $1 billion in client assets through a team of five advisors.

Wealth management Real estate investing
user avatar

John V

Series 63

Charleston, WV

NTV Asset Management, LLC

John Valentine is a financial advisor at NTV Asset Management, LLC with 25 years of industry experience. He holds the Series 63 designation and has been with NTV Asset Management since 2001. NTV Asset Management provides continuous portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a mix of analytical techniques and manages nearly $1 billion in client assets, focusing on larger, concentrated relationships and utilizing a range of investment vehicles including partnerships in real estate and oil and gas.

Wealth management Real estate investing
user avatar

John V

Series 65

Charleston, WV

NTV Asset Management, LLC

John Valentine is a financial advisor at NTV Asset Management, LLC, holding a Series 65 designation with seven years of industry experience. He has worked at NTV Asset Management since 2018 and previously held positions at LPL Financial LLC, TalentBridge/Bradford Management, and VAVA LLC. NTV Asset Management provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a range of analytical techniques and manages nearly $1 billion in client assets through a five-advisor team serving primarily larger, concentrated client relationships.

Wealth management Real estate investing
user avatar

James T

Series 65

Charleston, WV

NTV Asset Management, LLC

James Thomas is a Series 65 licensed financial advisor with 24 years of industry experience. He has been with NTV Asset Management, LLC since 2000. NTV Asset Management provides continuous portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a range of analytical techniques and manages nearly $1 billion in assets with a team of five advisors, focusing on larger, concentrated client relationships and utilizing less-common investment vehicles.

Wealth management Real estate investing
user avatar

Bradley F

CFA®, Series 66

Charleston, WV

NTV Asset Management, LLC

Bradley Foster is a CFA® charterholder with 12 years of industry experience. He is currently with NTV Asset Management, LLC, where he has worked since 2023. His prior experience includes roles at McKinley Carter Wealth Services and Fifth Third Bank. NTV Asset Management provides continuous portfolio management and financial planning to individuals, pension plans, charitable organizations, and businesses. The firm employs a range of analytical techniques and manages nearly $1 billion in client assets through a team of five advisors.

Wealth management Real estate investing
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