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TEVIS INVESTMENT MANAGEMENT, LLC
CRD 167750File 801-121011
APPROVED
Retail clients
Custody
Filing as of Mar 3, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$234.8M
Below cohort median (national)
Discretionary AUM
$230.5M
Non-discretionary $4.3M
Clients
431
581 accounts
Employees
1
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Apr 29, 2021
- Principal office
- 5700 WEST PLANO PARKWAY, SUITE 3800, PLANO, TX, 75093
- Phone
- (972) 971-2169
- Website
- HTTP://WWW.TEVISINVEST.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $234.8M
- Discretionary AUM
- $230.5M
- Non-discretionary AUM
- $4.3M
- Discretionary accounts
- 451
- Non-discretionary accounts
- 130
- Total accounts
- 581
- AUM per client
- $545K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 54 | $197.7M |
| Pension and profit sharing plans | 280 | $9.2M |
| Individuals (other than high net worth individuals) | 97 | $27.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.