# TEVIS INVESTMENT MANAGEMENT, LLC

TEVIS INVESTMENT MANAGEMENT, LLC of PLANO, TX is an SEC-registered investment adviser.

## Registration

- CRD: 167750
- Type: SEC-registered investment adviser
- SEC file number: 801-121011
- Location: 5700 WEST PLANO PARKWAY, SUITE 3800, PLANO, TX, 75093
- Phone: (972) 971-2169
- Latest filing: 2026-03-03
- Regulatory AUM: $234.8M
- Discretionary AUM: $230.5M
- Non-discretionary AUM: $4.3M
- Clients: 1
- Accounts: 581

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pensions, Charities, Corporations

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| William Ryan Tevis | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| TEVIS WILLIAM RYAN | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/167750/brochure
- Similar advisers: https://search.stillhousedata.com/firm/167750/similar
- Related entities: https://search.stillhousedata.com/firm/167750/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/167750

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.