Tevis Investment Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$225,593,178
This total excludes 280 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
151
36% high-net-worth
Advisors
1
of 1 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
151
Very HighAverage account size
$1,493,995
About
Tevis Investment Management advises individuals and high‑net‑worth clients, delivering comprehensive portfolio management, financial planning, retirement plan advisory (fiduciary and non‑fiduciary) and access to independent third‑party money managers and alternative investments. According to its Form ADV, the firm reports $234,793,030 in assets under management across about 151 client relationships.
The firm provides both discretionary and non‑discretionary services, conducts regular account reviews (at least quarterly), and deploys a blend of fundamental and technical analysis with strategies that range from long‑term holdings to shorter‑term trading, short sales and the use of ETFs, mutual funds, stocks and bonds. Tevis discloses it may recommend borrowing or margin in managed accounts for client financing needs (for example, bridge loans), and it implements rebalancing and ongoing monitoring as part of its portfolio management.
Compared with many peers, Tevis’s scale per advisor is notable — the advisory team manages over $230 million with a single listed advisor, an uncommon AUM concentration for supported firms. The brochure also discloses that associated persons may be licensed insurance agents who can recommend insurance products, that the firm uses the Advyzon platform for reporting and performance evaluation, and that it maintains SMS and privacy practices for client communications, all of which are specific operational features highlighted in its Form ADV.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Newsletters or periodicals
Expertise
Private / alternative investments
Real estate investing
Wealth management
General estate planning guidance
General tax planning
Occupation focus
Founder/Business Owner
Executive
Fee options
$0 - $500,000: 1.75% $500,001 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.25% $3,000,001 - $10,000,000: 1.10% Over $10,000,000+: Negotiable
Account minimum: $500,000 Fee-only: Advisory fees are fee-only; no commissions are charged.
Main office location
Tevis Investment Management, LLC
5700 West Plano Parkway, Suite 3800
Plano TX 75093, United States
Number of offices
1
Most active in
Tevis Investment Management, LLC has reported serving >5 clients in these states in the last 12 months.
Louisiana · New Mexico · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")