LLOYD TEVIS INVESTMENTS, LLC

Overview

Lloyd Tevis Investments, LLC is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm also produces periodicals or newsletters as part of its client communications. Registered in 2022, it operates as a single-office adviser and does not present as a multi-state firm. Its client base is individual and family households, and it charges a mix of percentage-of-AUM, hourly, and fixed fees. Investment activity centers on managed public mutual fund exposures rather than large proprietary strategies or direct equity trading. The adviser reports all client assets as non‑discretionary, indicating that client approval or direction is retained for portfolio changes. The firm does not identify as an active ESG investor and is not structured as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices