Tennessee Valley Asset Management Partners, Llc
SEC-registered
Insurance-Affiliated · Mid-sized ($1B–$10B)
CRD 160321
· SEC file 801-96325
· Knoxville, TN
· www.linkedin.com
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ADV data as of Jun 08, 2026
- Regulatory AUM
- $1.2B
- Discretionary
- $1.2B
- Clients
- 2,553
- Avg AUM / client
- $464K
- Accounts
- 5,057
- Employees
- 38
AUM over time
$105M
$1.2B
May 2015
Jun 2026
Annual snapshots from Form ADV filings · as of Jun 08, 2026
Investments (13F portfolio — 191 positions, $757,071,676)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | STATE STREET SPD | $137,949,693 | 1,802,322 | 18.2% | 11.6% |
| 2 | Ishares Tr | CORE S&P US GWT | $51,341,500 | 331,001 | 6.78% | 4.33% |
| 3 | Blackrock Etf Trust | ISHARES US EQUIT | $45,874,893 | 788,500 | 6.06% | 3.87% |
| 4 | Spdr Series Trust | STATE STREET SPD | $43,532,304 | 1,655,218 | 5.75% | 3.67% |
| 5 | Vanguard Index Fds | TOTAL STK MKT | $43,464,373 | 135,483 | 5.74% | 3.67% |
| 6 | Spdr Series Trust | STATE STREET SPD | $42,442,573 | 750,134 | 5.61% | 3.58% |
| 7 | Ishares Tr | CORE MSCI EAFE | $31,245,867 | 345,144 | 4.13% | 2.64% |
| 8 | Berkshire Hathaway Inc Del | CL B NEW | $21,376,602 | 44,609 | 2.82% | 1.8% |
| 9 | Blackrock Etf Trust | ISHARES A I INNO | $21,125,616 | 641,141 | 2.79% | 1.78% |
| 10 | Spdr Index Shs Fds | STATE STREET SPD | $21,080,760 | 461,791 | 2.78% | 1.78% |
| 11 | Spdr Series Trust | STATE STREET SPD | $16,544,442 | 645,763 | 2.19% | 1.4% |
| 12 | Invesco Qqq Tr | UNIT SER 1 | $11,833,588 | 20,503 | 1.56% | 1.0% |
| 13 | Global X Fds | DEFENSE TECH ETF | $10,811,847 | 152,623 | 1.43% | 0.91% |
| 14 | Ishares Tr | MSCI USA QLT FCT | $10,744,544 | 56,017 | 1.42% | 0.91% |
| 15 | Schwab Strategic Tr | INT-TRM U.S TRES | $8,234,591 | 330,574 | 1.09% | 0.69% |
| 16 | Ishares Tr | 7-10 YR TRSY BD | $7,429,054 | 77,840 | 0.98% | 0.63% |
| 17 | Vanguard Intl Equity Index F | ALLWRLD EX US | $6,478,771 | 86,269 | 0.86% | 0.55% |
| 18 | Vanguard Specialized Funds | DIV APP ETF | $6,444,881 | 29,968 | 0.85% | 0.54% |
| 19 | Apple Inc | COM | $6,263,961 | 24,682 | 0.83% | 0.53% |
| 20 | Invesco Actively Managed Exc | TOTAL RETURN | $6,067,281 | 129,560 | 0.8% | 0.51% |
| 21 | Nvidia Corporation | COM | $5,360,391 | 30,736 | 0.71% | 0.45% |
| 22 | Invesco Exch Traded Fd Tr Ii | NASDAQ 100 ETF | $5,221,606 | 21,975 | 0.69% | 0.44% |
| 23 | Abbvie Inc | COM | $5,184,017 | 23,836 | 0.68% | 0.44% |
| 24 | Ishares Tr | 3 7 YR TREAS BD | $5,086,398 | 42,887 | 0.67% | 0.43% |
| 25 | Ishares Tr | MSCI USA VALUE | $4,969,279 | 34,949 | 0.66% | 0.42% |
Top 25 of 191 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2,161 | $452M | 38.1% |
| High net worth individuals | 355 | $714M | 60.2% |
| Pension and profit sharing plans | 8 | $11.3M | 0.96% |
| Charitable organizations | 17 | $1.8M | 0.15% |
| Corporations and other businesses | 12 | $6.3M | 0.54% |
People (23)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Charles Jeffrey Sweat | Member | CFP | Jan 2012 (15y) | 10% – 25% |
| Jeffrey Brent Foster | Member, Chief Compliance Officer | CFP | Jan 2012 (15y) | 25% – 50% |
| Scott Bradley Fisher | Member | CFP | Jan 2012 (15y) | 10% – 25% |
| Luke Alexander Bowes | Managing Member | CFA | Apr 2021 (5y) | 10% – 25% |
| Perry Lamar Chesney | Managing Member | CFP | May 2024 (2y) | 10% – 25% |
| Michael Griffin Conaty | Registered representative | Nov 2016 (10y) | ||
| Robert Allen Eddins | Registered representative | CFP | Dec 2016 (10y) | |
| Jill Melissa Bertke | Registered representative | CFP | Oct 2019 (7y) | |
| William Andrew Cochran | Registered representative | CFP | Mar 2020 (6y) | |
| Melissa Marie Mijares | Registered representative | CFP | Apr 2022 (4y) | |
| James Joseph Williams | Registered representative | Feb 2023 (3y) | ||
| Shane Allen Caldwell | Registered representative | CFP | Apr 2023 (3y) | |
| Richard Dwain Gardner | Registered representative | CFP | May 2023 (3y) | |
| Katie Elizabeth Slate | Registered representative | Dec 2023 (3y) | ||
| Joshua Ison Stidham | Registered representative | CFP | Apr 2024 (2y) | |
| Dylon P Hibbard | Registered representative | Dec 2024 (2y) | ||
| Amanda Elizabeth Wilson | Registered representative | Mar 2025 (1y) | ||
| Benjamin Andrew Hoffman | Registered representative | May 2025 (1y) | ||
| Tyler Michael Seymour | Registered representative | Aug 2025 (1y) | ||
| Benjamin John Gleneck | Registered representative | CFP | Oct 2025 (1y) | |
| Ryan Craig Hoppie | Registered representative | CFP Chartered Financial Consultant | Mar 2026 (0y) | |
| Thomas Lincoln Cook | Registered representative | CFP | Mar 2026 (0y) | |
| Kelli Lyn Palmer | Registered representative | Jul 2026 (0y) |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/08/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- LPL Financial $1.0B (88% of AUM) Jun 2026
- Charles Schwab & Co. $143M (12% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 08, 2026.
View current Form ADV (SEC/IAPD) ↗