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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-28-2000
- Office Locations
- 1
Office Locations
About NTV Asset Management, LLC
NTV Asset Management, LLC is a federally registered RIA in Charleston, WV providing discretionary investment management and portfolio oversight for high net worth individuals, charitable trusts, IRA clients, and corporate pension/profit-sharing plans. The firm builds custom portfolios around client objectives using strategic asset allocation, diversification, and rebalancing, with an emphasis on principal preservation and risk-adjusted returns (not market timing). Team brings extensive trust and fiduciary experience and primarily custodians with Charles Schwab.
Reported data analysis
What the numbers show
Between March 11, 2025 and March 20, 2026, reported AUM increased 20.3%, from $963.4M to $1.2B.
Across 5 reported observations, AUM increased 53.3% between May 26, 2022 and March 20, 2026, from $755.9M to $1.2B.
Of the latest reported AUM, 94.6% is discretionary and 5.4% is non-discretionary.
The firm reports 5 advisory representatives and 377 clients, or 75.4 clients per representative. That equates to $3.1M in reported AUM per client.
The profile lists 1 reported office location and 25 years in operation. The source data was last updated on March 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
JAMES RUFUS THOMAS
Managing Member
- CRD
- #4372477
- Ownership
- 50% but less than 75%
JOHN RANDY VALENTINE
Chief Investment Officer, Managing Member, President
- CRD
- #2236821
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,096,396,838 | $1,216,867 |
| Non-Discretionary | $62,803,261 | $560,743 |
| Total | $1,159,200,099 | $1,144,324 |
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Separately Managed Accounts
SMA allocation detail is available
NTV Asset Management, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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NTV Asset Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.