Wealth manager, independent · Knoxville, TN
Tvamp, LLC
Tennessee Valley Asset Management Partners, LLC · SEC-registered investment adviser · CRD 160321 · SEC 801-96325
At a glance
Tvamp, LLC is an SEC-registered investment adviser based in Knoxville, Tennessee, with $1.2B in regulatory assets under management as of its Form ADV filed September 27, 2026. It reports 2,516 individual clients, 355 of them high-net-worth, holding an average of about $0.5 million each, and 38 employees. That ranks it 922nd among the nation’s 5,657 independent wealth management RIAs and 20th of 102 in Tennessee. It reports 2 custodians for its clients’ separately managed accounts: LPL Financial and Charles Schwab.
Main office 865-226-9982tvamp.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.2B
- Rank among independent wealth managers
- #922 of 5,657
- Rank among all SEC RIAs
- #4,881 of 17,210
- Rank in Tennessee
- #20 of 102
- Individual clients
- 2,516
- High-net-worth clients
- 355
- Accounts
- 5,057
- Discretionary
- 99% of AUM
- Employees
- 38
- Advisory staff
- 24
- Offices
- 29
Owners and executives on its Form ADV
- Jeffrey B. FosterMember, Chief Compliance Officer
- Charles J. SweatMember
- Scott B. FisherMember
- Luke A. BowesManaging Member
- Perry L. ChesneyManaging Member
Custody and brokerage
Broker-dealer
Hybrid RIA
Tvamp, LLC is a hybrid RIA: 15 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed September 2026) names LPL Financial as the broker-dealer its advisers are registered with.
Investment adviser representatives of TVAMP are also registered representatives of LPL Financial LLC (“LPL”), a broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 355 | $714M | 60% |
| Individuals | 2,161 | $452M | 38% |
| Pension and profit sharing plans | 8 | $11M | <1% |
| Corporations or other businesses | 12 | $6M | <1% |
| Charitable organizations | 17 | $2M | <1% |
Disciplinary disclosures
Tvamp, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
- Periodicals or newsletters
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗tvamp.com ↗
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The full record on Tvamp, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 3,077 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Tennessee
All of Tennessee →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Paul Winkler, Inc.Goodlettsville | $1.3B | 2,419 |
| TD Capital Management LLCMemphis | $1.2B | 445 |
| Fielder Capital Group LLCNashville | $1.2B | 112 |
| Summit Asset Management LLCMemphis | $1.1B | 515 |
| PYA Waltman Capital, LLCKnoxville | $1.0B | 398 |
Background
Questions
How much does Tvamp, LLC manage?
Tvamp, LLC reports $1.2B in regulatory assets under management across 5,057 accounts, 99% of it on a discretionary basis, on its Form ADV filed September 27, 2026.
How many clients does Tvamp, LLC have?
It reports 2,516 individual clients: 355 high-net-worth individuals and 2,161 other individuals. Individuals account for about 98% of its regulatory assets.
Where is Tvamp, LLC headquartered?
Its main office is in Knoxville, Tennessee. It reports 29 offices in total and 38 employees, 24 of whom perform investment advisory functions.
How does Tvamp, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Tvamp, LLC use?
It reports 2 custodians for its clients’ separately managed accounts: LPL Financial and Charles Schwab. On Schedule D of its Form ADV filed September 27, 2026, it reports these amounts held: LPL Financial ($1.0B); Charles Schwab ($143M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Tvamp, LLC a hybrid RIA with a broker-dealer?
Tvamp, LLC is a hybrid RIA: 15 of its employees are also registered representatives of a broker-dealer. Those representatives can also earn commissions on brokerage business through the broker-dealer, where different rules apply than for advisory accounts.
Is Tvamp, LLC a fiduciary?
As an SEC-registered investment adviser, Tvamp, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. 15 of its employees are also registered representatives of a broker-dealer, where different rules apply to brokerage recommendations.
Where these numbers come from
Every figure is Tvamp, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-27), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →