A complete list of active advisors currently associated with Tennessee Valley Investment Management

Warmer can help you find a great advisor at Tennessee Valley Investment Management or one who fits your needs even better.

Tennessee Valley Investment Management provides advisory services to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, and pension and profit‑sharing plans, delivering discretionary portfolio management alongside investment consultations and financial planning engagements. The firm manages about $10.9 million across roughly 34 client accounts and documents client objectives through a Private Client Profile; consultation‑only work is also offered where implementation remains the client’s responsibility. TVIM’s investment universe includes equities, mutual funds, ETFs, debt securities, CDs, money market funds, master and limited partnerships, and closely‑held or private placements, and the brochure notes the firm may use MLPs, oil and gas interests or partnership investments in special‑situation or tax‑favored strategies. Security analysis tools listed include charting, fundamental, technical and cyclical analysis, and the firm may employ long‑ and short‑term purchases, active trading, short sales and margin transactions, which can entail higher trading and leverage risks relative to more passive approaches. Notable differences from many peers include operating exclusively with discretionary accounts (the ADV reports no non‑discretionary accounts) and a stated willingness to advise on closely‑held businesses, real‑estate ventures and partnership investments—areas that are less common among small retail advisors. The firm also offers hourly or task‑quoted consulting (current hourly rate disclosed), provides quarterly analytical reports for accounts of $200,000 or more, monitors markets on a daily/weekly cadence, uses Charles Schwab as custodian, and discloses no disciplinary history in its filing.

To learn more about the advisors currently working at Tennessee Valley Investment Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.