$10.9M Total AUM
$10.9M Disc. AUM
-- 3Y CAGR
1 Employees
34 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-11-2019
- Office Locations
- 1
Office Locations
-- Huntsville AL
About Tennessee Valley Investment Management
Tennessee Valley Investment Management is a Huntsville, AL boutique RIA providing investment management and financial planning for retail clients, including entrepreneurs. Portfolios are managed primarily via ETFs, with meaningful cash allocations, and are custodied through Charles Schwab—useful context for ETF and platform distribution conversations.
Team overview
49 AVG AGE
$10.9M AVG AUM / ADVISOR
$320.9K AVG AUM / CLIENT
6.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
J
JAMES LAURENCE BOYLE MR.
Advisor, Chief Compliance Officer, Chief Executive Officer
- CRD
- #5017725
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,909,517 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,909,517 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2025
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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