Lloyd Tevis Investments, LLC
SEC RegisteredSecuring your future through precision investing™
About the firm
At Lloyd Tevis Investments, the firm combines expert knowledge and proprietary technology to build personalized investment strategies crafted to achieve clients' goals. The firm was founded by Nicolo G. Torre, PhD CFA, a deeply experienced investment manager whose work has influenced risk modeling, algorithmic trading, TIPS, and ETF strategies at a global scale.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Personalized investment advisory services combining expert knowledge and proprietary technology, including online consultation, with fees starting at $100 per year and 1/2% of assets per year for accounts over $20,000.
Who they serve
Individuals at all stages of wealth building, from those just starting out to those with complex financial situations including rabbi trusts, stock options, and multi-state real estate portfolios; the firm explicitly aims to serve those who are actively building wealth, not only those who already have substantial assets.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 12 | $435k |
| High Net Worth Individuals | 0 | — |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 0 | — |
| Charitable Organizations | 0 | — |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
Leadership
Office locations
Regulatory & compliance
Data as of March 6, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Lloyd Tevis Investments, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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