Lovett Investment Consulting LLC
● SEC registered since 2007CRD 143178SEC# 801-67831
Reg. AUM
$220.3M
Employees
1
Accounts
137
Location
—
Lovett Investment Consulting LLC assets under management
Lovett Investment Consulting LLC operates as an SEC-registered investment adviser. The firm has been registered since 2007. It reports $220.3 million in regulatory assets under management and employs 1 people.
Lovett Investment Consulting LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Clay Lovett Control | Managing Member/Chief Compliance Officer | Over 75% | 2007 |
Frequently asked questions
How much does Lovett Investment Consulting LLC manage?
Lovett Investment Consulting LLC reports $220.3 million in regulatory assets under management on its Form ADV.
How many employees does Lovett Investment Consulting LLC have?
Lovett Investment Consulting LLC reports 1 employees.
Does Lovett Investment Consulting LLC disclose fund performance?
Lovett Investment Consulting LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 970-367-7574 |
| Fax | 970-875-7034 |
| Office hours | 8:00 a.m. - 12:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$220.3M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$220.3Mregulatory AUM
Discretionary $159.7MNon-discretionary $60.6M