LLOYD TEVIS INVESTMENTS, LLC

LLOYD TEVIS INVESTMENTS, LLC of LAFAYETTE, CA is an SEC-registered investment adviser (CRD 323061). Regulatory assets under management: $435K.

Registration

• CRD: 323061
• SEC file number: 801-126660
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 323061 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search