TEVIS INVESTMENT MANAGEMENT, LLC
TEVIS INVESTMENT MANAGEMENT, LLC of PLANO, TX is an SEC-registered investment adviser (CRD 167750). Regulatory assets under management: $234.8M.
Registration
- CRD: 167750
- SEC file number: 801-121011
- Type: Registered investment adviser
- 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 | — |
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