DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Tvamp, LLC

Independent wealth managerKnoxville, TennesseeCRD 160321SEC 801-96325websiteIAPD
Legal name Tennessee Valley Asset Management Partners, LLC
Latest filing Jun 8, 2026
First filing on the tape May 14, 2015 · 37 filings
SEC status approved since May 18, 2015
RAUM
$1.2B
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
98%
$1.2B individuals and HNW
Advisors
25
registered through the firm on IAPD
RAUM per advisor
$47.4M
derived; firm RAUM over IAPD count
Employees
38
24 advisory (5.B.1)
Offices
28
beyond the principal office
Private funds
0
reported on Schedule D
History
37 filings and snapshots on the tape
RAUM$1.2B as of Jun 8, 2026
Mar 24, 2016$105M then
HNW client RAUM$714M as of Jun 8, 2026
Mar 22, 2018$80.6M then
State-registered IARs (5.B.3)24 as of Jun 8, 2026
Mar 24, 20168 then
Employees (5.A)38 as of Jun 8, 2026
Mar 24, 201614 then
Private funds: no history
RAUM +18% over the last fiscal year+27% a year over threeIARs 19 to 24offices 29 to 28
Practice profile
derived from the filing of Jun 8, 2026; every figure names its basis
Archetypes, each a printed rule
  • HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
  • Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
  • Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
RAUM per advisor
$47.4MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
101derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$2.0MderivedHNW RAUM over HNW clients
Average account
$234,348derivedRAUM over accounts (5.F.2.f)
Discretionary
99%derivedof RAUM
Institutional
1.1%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.5derivedItem 5.A over advisors
Advisors per office
0.9derived29 offices incl. principal (1.F.5)
RAUM growth, one year
+18%derivedbetween the last two annual amendments
Advisor growth, one year
+26%derivedItem 5.B.3 between annual amendments
Client growth, one year
-3.0%derived
Compensation
percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers, publications, educational seminarsreportedItem 5.G
Financial planning clients
500reportedItem 5.H
Wrap fee program
$135MreportedItem 5.I
Custody
$143M, 300 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • is an insurance broker or agent (6.A.6)
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • has custody of client cash or bank accounts (9.A.1.a)
  • marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$714M60%
  • Individuals$452M38%
  • Pension and profit-sharing plans$11.3M1.0%
  • Corporations and businesses$6.3M0.5%
  • Charitable organizations$1.8M0.2%
Individual clients
2,161reported
HNW clients
355reported
Pension plan clients
8reported
Charitable clients
17reported
Accounts
5,057reported
Financial planning clients
500reported
Wrap fee programs
$135M sponsored, $0 managedreported
Custody of client assets
$143M for 300 clientsreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
private_client_share=0.98 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=15.0derived
Advisors registered through the firm
24 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Jeffrey Brent FosterCertified Financial PlannerSeymour, Tn Jun 7, 201226 y0
Scott Bradley FisherCertified Financial PlannerKnoxville, TnJun 25, 201227 y0
Charles Jeffrey SweatCertified Financial PlannerKnoxville, Tn Jul 17, 201232 y1
Michael Griffin ConatyKnoxville, TnNov 9, 201627 y2
Robert Allen EddinsCertified Financial PlannerKnoxville, TnDec 19, 201629 y4
Jill Melissa BertkeCertified Financial PlannerKnoxville, Tn Oct 11, 201923 y2
William Andrew CochranCertified Financial PlannerKnoxville, TnMar 17, 202011 y1
Luke Alexander BowesChartered Financial AnalystKnoxville, TnApr 26, 202113 y1
Melissa Marie MijaresCertified Financial PlannerKnoxville, TnApr 25, 202213 y1
James Joseph WilliamsKnoxville, TnFeb 6, 202311 y1
Shane Allen CaldwellCertified Financial PlannerKnoxville, Tn Apr 20, 202313 y3
Richard Dwain GardnerCertified Financial PlannerKnoxville, TnMay 30, 202316 y1
Katie Elizabeth SlateKnoxville, TnDec 12, 202311 y1
Joshua Ison StidhamCertified Financial PlannerKnoxville, TnApr 10, 202410 y1
Perry Lamar ChesneyCertified Financial PlannerKnoxville, Tn May 20, 202443 y6
Dylon P HibbardKnoxville, TnDec 23, 202410 y0
Amanda Elizabeth WilsonKnoxville, TnMar 17, 202519 y1
Benjamin Andrew HoffmanKnoxville, TnMay 22, 202511 y0
Tyler Michael SeymourKnoxville, TnAug 28, 202517 y2
Benjamin John GleneckCertified Financial PlannerKnoxville, TnOct 29, 202512 y2
Ryan Craig HoppieCertified Financial Planner, Chartered Financial ConsultantKnoxville, TnMar 17, 202612 y3
Thomas Lincoln CookCertified Financial PlannerKnoxville, TnMar 25, 202611 y2
Kelli Lyn PalmerLe Mars, Ia Jul 1, 202620 y1
Mason Patrick MccroskeyKnoxville, TnSep 10, 202612 y0
Advisor movement
3 left, 4 joined in 12 months
net +1 in 12 months0 left in 90 days1 joined in 90 daysdeparture rate 12% of current headcount8 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
    Teams outTeams in
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • Alexander Luke Bowes · Managing Membercontrol
      since 02/2023 · owns 10% to 25%
    • Lamar Perry Chesney · Managing Membercontrol
      since 07/2024 · owns 10% to 25%
    • Bradley Scott Fisher · Membercontrol
      since 01/2012 · owns 10% to 25%
    • Brent Jeffrey Foster · Member, Chief Compliance Officercontrol
      since 01/2012 · owns 25% to 50%
    • Jeffrey Charles Sweat · Membercontrol
      since 01/2012 · owns 10% to 25%
    Related persons
    Schedule D 7.A
    No related person reported.
    Office movement
    IAPD branch city; joins and departures in 12 months
    OfficeAdvisorsJoinedLeftTeams outForming
    Knoxville, Tn · principal2563
    Atlanta, Ga210
    Oak Ridge, Tn000
    Offices
    Schedule D 1.F, the 25 largest
    • Alcoa, TN3 employees
    • Bristol, TN3 employees
    • Farragut, TN3 employees
    • Harriman, TN3 employees
    • Jacksboro, TN3 employees
    • Jefferson City, TN3 employees
    • Johnson City, TN3 employees
    • Kingsport, TN3 employees
    • Knoxville, TN3 employees
    • Knoxville, TN3 employees
    • Knoxville, TN3 employees
    • Knoxville, TN3 employees
    • Knoxville, TN3 employees
    • Knoxville, TN3 employees
    • Knoxville, TN3 employees
    • Knoxville, TN3 employees
    • Knoxville, TN3 employees
    • Lenoir City, TN3 employees
    • Maryville, TN3 employees
    • Morristown, TN3 employees
    • Morristown, TN3 employees
    • Morristown, TN3 employees
    • Morristown, TN3 employees
    • Oak Ridge, TN3 employees
    • Piney Flatts, TN3 employees
    What changed
    consecutive filings, newest first
    • Accounts · 4,768 to 5,057
      Sep 17, 2025 to Mar 18, 2026
    • Advisory employees · 18 to 24
      Sep 17, 2025 to Mar 18, 2026
    • Charity clients · 11 to 17
      Sep 17, 2025 to Mar 18, 2026
    • Corporate clients · 0 to 12
      Sep 17, 2025 to Mar 18, 2026
    • HNW clients · 286 to 355
      Sep 17, 2025 to Mar 18, 2026
    • Individual clients · 2,307 to 2,161
      Sep 17, 2025 to Mar 18, 2026
    • Assets in custody · $183M to $143M
      Sep 17, 2025 to Mar 18, 2026
    • Employees · 32 to 38
      Sep 17, 2025 to Mar 18, 2026
    • State-registered IARs · 19 to 24
      Sep 17, 2025 to Mar 18, 2026
    • Other offices · 29 to 28
      Sep 17, 2025 to Mar 18, 2026
    • Discretionary RAUM · $988M to $1.2B
      Sep 17, 2025 to Mar 18, 2026
    • HNW RAUM · $559M to $714M
      Sep 17, 2025 to Mar 18, 2026
    • Individual RAUM · $428M to $452M
      Sep 17, 2025 to Mar 18, 2026
    • Non-discretionary RAUM · $12.6M to $10.8M
      Sep 17, 2025 to Mar 18, 2026
    • Pension RAUM · $11.0M to $11.3M
      Sep 17, 2025 to Mar 18, 2026
    • RAUM · $1.0B to $1.2B
      Sep 17, 2025 to Mar 18, 2026
    • Wrap assets (manager) · $131M to $0
      Sep 17, 2025 to Mar 18, 2026
    • Wrap assets (sponsor) · $0 to $135M
      Sep 17, 2025 to Mar 18, 2026
    • Accounts · 4,326 to 4,768
      Sep 26, 2024 to Mar 17, 2025
    • Advisory employees · 19 to 18
      Sep 26, 2024 to Mar 17, 2025
    • BD registered reps · 19 to 15
      Sep 26, 2024 to Mar 17, 2025
    • Charity clients · 3 to 11
      Sep 26, 2024 to Mar 17, 2025
    • HNW clients · 213 to 286
      Sep 26, 2024 to Mar 17, 2025
    • Individual clients · 2,387 to 2,307
      Sep 26, 2024 to Mar 17, 2025
    • Pension plan clients · 4 to 8
      Sep 26, 2024 to Mar 17, 2025
    • Assets in custody · unset to 182857899.0
      Sep 26, 2024 to Mar 17, 2025
    • Custody of client assets · false to true
      Sep 26, 2024 to Mar 17, 2025
    • Employees · 19 to 32
      Sep 26, 2024 to Mar 17, 2025
    • Financial planning clients · 251-500 to More than 500
      Sep 26, 2024 to Mar 17, 2025
    • Other offices · 30 to 29
      Sep 26, 2024 to Mar 17, 2025
    • Discretionary RAUM · $665M to $988M
      Sep 26, 2024 to Mar 17, 2025
    • HNW RAUM · $288M to $559M
      Sep 26, 2024 to Mar 17, 2025
    • Individual RAUM · $385M to $428M
      Sep 26, 2024 to Mar 17, 2025
    • Non-discretionary RAUM · $12.5M to $12.6M
      Sep 26, 2024 to Mar 17, 2025
    • Pension RAUM · $3.3M to $11.0M
      Sep 26, 2024 to Mar 17, 2025
    • RAUM · $677M to $1.0B
      Sep 26, 2024 to Mar 17, 2025
    • Wrap assets (manager) · $90.1M to $131M
      Sep 26, 2024 to Mar 17, 2025
    • Business name · TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS, LLC to TVAMP, LLC
      Aug 14, 2024 to Sep 26, 2024
    • Accounts · 3,864 to 4,326
      Nov 15, 2023 to Mar 8, 2024
    • Advisory employees · 16 to 19
      Nov 15, 2023 to Mar 8, 2024
    Signals
    15 dated events
    • Jacob Franke left Tvamp, Llc for Ameriprise Financial Services, Llc (registered 2026-06-24)
      Jun 8, 2026 · Advisor changed firm · fact
    • Robert Bentley Labout left Tvamp, Llc for Ameriprise Financial Services, Llc (registered 2025-09-19)
      Oct 21, 2025 · Advisor changed firm · fact
    • Joshua David Klinger left Tvamp, Llc for Lpl Financial Llc (registered 2025-06-06)
      Oct 21, 2025 · Advisor changed firm · fact
    • Tvamp, Llc reported RAUM $1.0B, up 48% from $677.0M (2024-09-26 to 2025-03-17)
      Mar 17, 2025 · RAUM change · derived
    • Thomas Young left Tvamp, Llc for Independent Financial Partners (registered 2025-03-04)
      Mar 3, 2025 · Advisor changed firm · fact
    • Kristi D Hill left Tvamp, Llc for Quality Financial Concepts (registered 2025-06-05)
      Nov 13, 2024 · Advisor changed firm · fact
    • Clint Anthony Foster left Tvamp, Llc for Lpl Financial Llc (registered 2024-12-17)
      Oct 7, 2024 · Advisor changed firm · fact
    • James Matthew Munsey left Tvamp, Llc for Lpl Financial Llc (registered 2024-10-03)
      Oct 7, 2024 · Advisor changed firm · fact
    • 2 advisors left Tvamp, LLC (Oak Ridge, TN) for LPL Financial LLC on the same day
      Oct 7, 2024 · Team lift-out · derived
    • Charles Jesse Loveday left Tvamp, Llc for Visionary Horizons, Llc (registered 2025-01-03)
      Oct 2, 2024 · Advisor changed firm · fact
    • Lamar Perry Chesney (Managing Member) appeared on Schedule A of Tvamp, Llc
      Aug 14, 2024 · Control person joined · fact
    • Madison Kent Holbrook left Tvamp, Llc for Visionary Horizons, Llc (registered 2023-01-05)
      Dec 21, 2022 · Advisor changed firm · fact
    • Tvamp, Llc reported RAUM $632.1M, up 30% from $484.9M (2021-09-07 to 2022-03-21)
      Mar 21, 2022 · RAUM change · derived
    • Tvamp, Llc reported RAUM $484.9M, up 37% from $354.2M (2020-10-27 to 2021-03-17)
      Mar 17, 2021 · RAUM change · derived
    • Tennessee Valley Asset Management Partners, Llc filed its initial SEC registration (Form ADV)
      May 14, 2015 · First SEC registration · fact
    Across DFX
    shared identifiers only, never a name match
    No identifier-backed link to the venture, private equity, family office or sponsor graphs.
    How to reach
    public business contact points only, each with its source
    Business phone
    423-616-0182reportedpublished by the firm, firm site, Sep 15, 2026
    Business phone
    865-226-9982reportedpublished by the firm, firm site, Sep 15, 2026
    Business phone
    865-577-9105reportedpublished by the firm, firm site, Sep 15, 2026
    Firm profile
    LINKEDIN.COM/COMPANY/TENNESSEE-VALLEY-ASSET-MANAGEMENT-PARTNreportedpublic record, Form ADV, Sep 17, 2026
    Website
    tvamptax.comreportedpublic record, Form ADV, Sep 17, 2026
    Principal office phone
    865-226-9982reportedpublic record, Form ADV, Jun 8, 2026
    Contact form
    tvamp.net/connect-to-usreportedpublished by the firm, firm site, Sep 15, 2026
    Team page
    tvamp.net/teamreportedpublished by the firm, firm site, Sep 15, 2026
    Provenance
    Form ADV
    SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
    Advisors
    IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
    Class
    Independent wealth managerderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    $47.4Mderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026