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Tuve Investment Management, Inc.

● SEC registered since 2015CRD 226702SEC# 801-100395Waterloo, IA
Export (members)
Reg. AUM
$147.7M
Employees
6
Accounts
1,372
Location
Waterloo, IA

Tuve Investment Management, Inc. assets under management

Tuve Investment Management, Inc. operates as an SEC-registered investment adviser based in Waterloo, IA. The firm has been registered since 2015. It reports $147.7 million in regulatory assets under management and employs 6 people.

Tuve Investment Management, Inc. owners & executives

2 reported
NameTitleOwnershipSince
John Stanley Tuve ControlPresidentOver 75%2015
Stanley John TuveChief Compliance OfficerUnder 5%2015

Frequently asked questions

How much does Tuve Investment Management, Inc. manage?

Tuve Investment Management, Inc. reports $147.7 million in regulatory assets under management on its Form ADV.

How many employees does Tuve Investment Management, Inc. have?

Tuve Investment Management, Inc. reports 6 employees.

Where is Tuve Investment Management, Inc. located?

Tuve Investment Management, Inc. is based in Waterloo, IA and has been SEC-registered since 2015.

Does Tuve Investment Management, Inc. disclose fund performance?

Tuve Investment Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address227 East San Marnan Drive, Waterloo, IA 50702
Phone319-235-0075
Fax319-235-7419
Office hours8a.m. - 5p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$147.7M▲ 11%
Mar '25 — $133.3MApr '25 — $133.3MMay '25 — $133.3MJun '25 — $133.3MJul '25 — $133.3MAug '25 — $133.3MSep '25 — $133.3MOct '25 — $133.3MNov '25 — $133.3MDec '25 — $133.3MJan '26 — $133.3MFeb '26 — $133.3MMar '26 — $147.7MApr '26 — $147.7MMay '26 — $147.7MJun '26 — $147.7M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers

Assets under management

$147.7Mregulatory AUM
Discretionary $147.7M