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- Custodian
- Charles Schwab & Company · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-07-2012
- Office Locations
- 4
Office Locations
About Tvamp, LLC
TVAMP, LLC is a Knoxville-based fiduciary RIA providing holistic financial planning and investment management, including retirement income planning and coordination of estate, insurance, and tax strategies. The team includes 13 CFP® professionals and emphasizes a simple client process with transparent, fee-based pricing. Portfolios are managed to help clients avoid costly mistakes and manage risk; the firm works with custodians such as Charles Schwab.
Team overview
Insights
Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JEFFREY BRENT FOSTER
Founder, Wealth Advisor
- CRD
- #4160388
- Ownership
- 25% but less than 50%
Luke Alexander Bowes
Managing Member, Wealth Advisor
- CRD
- #5756959
- Ownership
- 10% but less than 25%
Showing 2 of 5 owners & executives
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JILL MELISSA BERTKE
Wealth Advisor
- CRD
- #4601911
SHANE ALLEN CALDWELL
Wealth Advisor
- CRD
- #6119862
Showing 2 of 23 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,174,287,250 | $234,155 |
| Non-Discretionary | $10,812,587 | $257,443 |
| Total | $1,185,099,837 | $234,348 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| 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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