← Directory
LLOYD TEVIS INVESTMENTS, LLC
CRD 323061File 801-126660
APPROVED
Retail clients
Filing as of Mar 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$435K
Bottom 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $435K
Clients
12
12 accounts
Employees
4
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Oct 24, 2022
- Principal office
- 3658 MT DIABLO BLVD, SUITE 201, LAFAYETTE, CA, 94549
- Phone
- 415-237-1895
- Website
- https://www.lloydtevis.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $435K
- Discretionary AUM
- $0
- Non-discretionary AUM
- $435K
- Discretionary accounts
- 0
- Non-discretionary accounts
- 12
- Total accounts
- 12
- AUM per client
- $36K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 12 | $435K |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Publications
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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.