American Values Investments, Inc. (Bristol)

Name: American Values Investments, Inc.
Address: 110 Piedmont Ave Suite 201, Bristol, VA, 24201
Telephone: 423-722-1776

American Values Investments, Inc. is an adviser based in Bristol. It manages $23.58 million of regulatory assets for 40 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Tennessee and Virginia.

American Values Investments provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

American Values Investments: assets under management

The assets under management (AUM) of American Values Investments, Inc. is $23.58 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -15% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $23.58 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $589.41 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay American Values Investments, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at American Values Investments, Inc.

Carter Buck Lecraw has been acting as President since 1 Jan 1996. Ruth Florence Berry joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Carter Buck Lecraw	President/treasurer	1 Jan 1996	25% - 50%	1011306
Glen Kevin Yelton	Director of stock research	1 Jan 2001	Other	4472819
George King Parks	Vice-president/secretary	1 Mar 2001	Other	4472816
Howard Joseph Leonard	Investment manager	1 May 2001	Other	852575
Mark Kristian Halvorsen	Director of sales & marketing	1 Jun 2002	Other	4649821
John Maness Gregory	Shareholder	1 Sep 2002	Other	4649830
Russell Edmund Miller	Chief investment counsel	1 Jan 2003	Other	1790740
Joseph Gregory	Shareholder	1 May 2003	Other	4777437
Ruth Florence Berry	Shareholder	1 Oct 2005	Other	5503678
Diana Hodge	Secretary	1 Oct 2005	Other	6087804

Based in Bristol

The principal office where American Values Investments, Inc. performs its advisory services is located at 110 Piedmont Ave Suite 201, Bristol, VA 24201 The mailing address of the firm is Po Box 5302, Johnson City, TN 37602. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 423-722-1776 or by fax 423-722-1777. The normal business hours are 9a.m. - 5 p.m. on Monday - Friday. You can find more information about the New York firm at amvalues.com.