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 registered investment adviser organized as an LLC and SEC-registered since 2021. The firm serves both individual/family and institutional clients and charges fees as a percentage of assets under management. Tevis lists financial planning, portfolio management for individuals and small businesses, pension consulting, selection of other advisers, and the publication of periodicals or newsletters among its advisory activities. The firm describes itself as a capital allocator and identifies as an active ESG investor, indicating that environmental, social and governance factors are part of its investment approach. Tevis operates under individual ownership and positions its offering around discretionary portfolio management while also maintaining a small amount of non-discretionary business.