Tevis Investment Management, LLC
Tevis Investment Management, LLC is an SEC-registered ria in Plano, TX with $234.8M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Tevis Investment Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 167750, SEC 801-121011, data through 2026-03-03.
- AUM (assets under management / regulatory AUM)
- $234.8M (2026-03-03)
- Firm type
- Ria
- Location
- Plano, TX
- Employees
- 1
- Clients
- 431
- CRD
- 167750
- Ownership
- TEVIS, WILLIAM, RYAN
How much AUM does Tevis Investment Management, LLC have?
Tevis Investment Management, LLC reported $234.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-03).
Who owns Tevis Investment Management, LLC?
Disclosed owners and executives of Tevis Investment Management, LLC include TEVIS, WILLIAM, RYAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.