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TEVIS INVESTMENT MANAGEMENT, LLC
CRD 167750 · SEC 801-121011
5700 WEST PLANO PARKWAY, SUITE 3800, PLANO, TX, 75093, United States
Phone
(972) 971-2169
Fax
(972) 767-3501
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$234.8M
Discretionary AUM
$230.5M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 97 | $27.9M |
| High net worth individuals | 54 | $197.7M |
| Pension/profit sharing plans | 280 | $9.2M |
States served
LA, NM, TX
All web addresses on file
Official SEC filing: View on IAPD