Tevis Investment Management, LLC
SEC RegisteredNervous energy is a great destroyer of wealth.
About the firm
Tevis Investment Management believes that integrity and objectivity are the most valuable characteristics in creating investment solutions for clients. They provide clients with integrated financial planning and investment management advice, designed to help them achieve financial success and realize their retirement and savings goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth Advisory Services, Portfolio Management, Financial/Retirement Planning, Estate Transfer Planning, Portfolio Construction/Investment Management, Life and Disability Insurance Consulting, and Cash Flow Planning.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 97 | $28M |
| High Net Worth Individuals | 54 | $198M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 280 | $9.2M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 to $500,000 | 1.75% |
| $500,001 to $1,000,000 | 1.50% |
| $1,000,001 to $3,000,000 | 1.25% |
| $3,000,001 to $10,000,000 | 1.10% |
| Over $10,000,000 | 0.00% |
Data as of March 3, 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. Tevis Investment Management, 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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