Tevis Investment Management, LLC

RIASEC RegisteredEst. 2021

Total AUM

$235M

Discretionary

$231M

98% of AUM

Avg account

$404K

Accounts

581

Employees

Advisory reps

Firm details

Headquarters: Plano, Texas
CRD number: 167750
Registered since: April 29, 2021
Website: www.tevisinvest.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI84.19%
Individuals11.89%
Pension & Profit Sharing Plans3.92%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Tevis Investment Management, LLC is an independent, SEC-registered RIA organized as an LLC and launched in 2021. The firm operates as a capital allocator for both individual/family and institutional clients, charging fees as a percentage of assets under management. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting support, manager selection, and the publication of newsletters or periodicals. Tevis identifies as an active ESG investor and lists an insurance company among its industry affiliations. The firm is privately owned by an individual and is not set up as a multi-state adviser.