# Tevis Investment Management, LLC

> Tevis Investment Management, LLC is an SEC-registered investment advisory firm in Plano, TX, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 3, 2026.

- CRD: 167750
- Filed as: TEVIS INVESTMENT MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Plano, TX
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/167750
- AdvisorCensus page: https://advisorcensus.com/firm/tevis-investment-management-llc-plano-tx-167750

## Quick answers

**How is Tevis Investment Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Tevis Investment Management, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Tevis Investment Management, LLC located?**
Tevis Investment Management, LLC's principal office is in Plano, TX, according to its Form ADV.

**Is Tevis Investment Management, LLC registered with the SEC or a state?**
Tevis Investment Management, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 167750.

**How much does Tevis Investment Management, LLC manage?**
Tevis Investment Management, LLC reports $234,793,030 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (98% discretionary).

**How have Tevis Investment Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Tevis Investment Management, LLC: Regulatory assets under management: $125,910,279 in the October 2021 data and $234,793,030 in the October 2026 data, up 86%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Tevis Investment Management, LLC serve?**
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (280); individuals (other than high net worth individuals) (97); high net worth individuals (54).

**Which custodians does Tevis Investment Management, LLC use?**
Tevis Investment Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Tevis Investment Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/167750

**Does Tevis Investment Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 3, 2026 says: "Our Firm offers investment management services for an annual fee based on the amount of assets under management. Our maximum annual fee is 1.75%, and we have a minimum account size of $500,000." "Our firm requires a minimum account value of $500,000 for advisory services. Clients have the option to aggregate all household accounts to meet this minimum."

**What changed in Tevis Investment Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $206,461,696 to $234,793,030 (+14%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 3, 2026)

- Account minimum: $500,000

> Our Firm offers investment management services for an annual fee based on the amount of assets under management. Our maximum annual fee is 1.75%, and we have a minimum account size of $500,000.

> Our firm requires a minimum account value of $500,000 for advisory services. Clients have the option to aggregate all household accounts to meet this minimum.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $234,793,030
- Discretionary: $230,500,939
- Non-discretionary: $4,292,091

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 97 | $27,912,558 |
| High net worth individuals | 54 | $197,680,620 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 280 | $9,199,852 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, NM, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- tevisinvest.com
- LinkedIn @ryan-tevis-8977b27a

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $125,910,279 | 1 | April 2, 2021 |
| October 2022 | $159,668,618 | 1 | August 29, 2022 |
| October 2023 | $155,995,329 | 1 | September 12, 2023 |
| October 2024 | $171,253,833 | 1 | February 27, 2024 |
| October 2025 | $206,461,696 | 1 | January 31, 2025 |
| October 2026 | $234,793,030 | 1 | March 3, 2026 |

Regulatory assets under management: $125,910,279 in the October 2021 data and $234,793,030 in the October 2026 data, up 86%.
Total employees: 1 in October 2021 and 1 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $206,461,696 to $234,793,030 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tevis Investment Management, LLC (CRD 167750): Form ADV filing data as of October 2026.