Tevis Investment Management, LLC
● SEC registered since 2021CRD 167750SEC# 801-121011Plano, TX
Reg. AUM
$234.8M
Employees
1
Accounts
581
Location
Plano, TX
Tevis Investment Management, LLC assets under management
Tevis Investment Management, LLC operates as an SEC-registered investment adviser based in Plano, TX. The firm has been registered since 2021. It reports $234.8 million in regulatory assets under management and employs 1 people.
Tevis Investment Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| William Ryan Tevis Control | President, Chief Compliance Officer | Over 75% | 2013 |
Frequently asked questions
How much does Tevis Investment Management, LLC manage?
Tevis Investment Management, LLC reports $234.8 million in regulatory assets under management on its Form ADV.
How many employees does Tevis Investment Management, LLC have?
Tevis Investment Management, LLC reports 1 employees.
Where is Tevis Investment Management, LLC located?
Tevis Investment Management, LLC is based in Plano, TX and has been SEC-registered since 2021.
Does Tevis Investment Management, LLC disclose fund performance?
Tevis Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5700 West Plano Parkway, Suite 3800, Plano, TX 75093 |
| Phone | (972) 971-2169 |
| Fax | (972) 767-3501 |
| Office hours | 8-5 |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$234.8M▲ 14%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 70%
Larger than 30% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$234.8Mregulatory AUM
Discretionary $230.5MNon-discretionary $4.3M