LOVETT INVESTMENT CONSULTING LLC

LOVETT INVESTMENT CONSULTING LLC is an SEC-registered investment adviser (CRD 143178). Regulatory assets under management: $220.3M.

Registration

• CRD: 143178
• SEC file number: 801-67831
• Type: Registered investment adviser
• Phone: 970-367-7574
• Latest filing: 2026-03-27
• Regulatory AUM: $220.3M
• Discretionary AUM: $159.7M
• Non-discretionary AUM: $60.6M
• Clients: 1
• Accounts: 137

Business model

Compensation: Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 143178 on SEC IAPD (source of record)
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