Lovett Investment Consulting LLC
Lovett Investment Consulting LLC is an SEC-registered ria with $220.3M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Lovett Investment Consulting LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 143178, SEC 801-67831, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $220.3M (2026-03-27)
- Firm type
- Ria
- Employees
- 1
- Clients
- 32
- CRD
- 143178
- Ownership
- LOVETT, DANIEL, CLAY
How much AUM does Lovett Investment Consulting LLC have?
Lovett Investment Consulting LLC reported $220.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Lovett Investment Consulting LLC?
Disclosed owners and executives of Lovett Investment Consulting LLC include LOVETT, DANIEL, CLAY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.