Tevis Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$225,593,178
Clients
151
Advisors
1
of 1 employees
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
Expertise
Occupation focus
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
5700 West Plano Parkway, Suite 3800
Plano TX 75093
Advisors at this office
1
Most active in
Louisiana · New Mexico · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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