# LLOYD TEVIS INVESTMENTS, LLC

LLOYD TEVIS INVESTMENTS, LLC of LAFAYETTE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 323061
- Type: SEC-registered investment adviser
- SEC file number: 801-126660
- Location: 3658 MT DIABLO BLVD, SUITE 201, LAFAYETTE, CA, 94549
- Phone: 415-237-1895
- Latest filing: 2026-03-06
- Regulatory AUM: $435K
- Non-discretionary AUM: $435K
- Clients: 4
- Accounts: 12

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Corporations

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| [TORRE NICHOLAS GOODRICH](https://search.stillhousedata.com/person/766056) | CEO AND CHIEF COMPLIANCE OFFICER; ELECTED CEO | — |
| [POULIN WILLIAM JON](https://search.stillhousedata.com/person/872836) | HEAD OF MARKETING AND STRATEGY | — |
| [Nicholas Goodrich Torre](https://search.stillhousedata.com/person/972430) | CEO AND CHIEF COMPLIANCE OFFICER; ELECTED CEO | — |
| [William Jon Poulin](https://search.stillhousedata.com/person/972431) | HEAD OF MARKETING AND STRATEGY | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/323061/brochure
- Similar advisers: https://search.stillhousedata.com/firm/323061/similar
- Related entities: https://search.stillhousedata.com/firm/323061/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/323061

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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.