Lovett Investment Consulting provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year.
Lovett Investment Consulting reports 32 clients. They include 27 high-net-worth individuals and 5 individual clients. Of its assets, 72.5% ($160M across 76 accounts) are managed with discretion; $60.6M across 61 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 16% | 4% |
| High-net-worth individuals | 84% | 93% |
| Charitable organizations | Fewer than 5 | 3% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 5 | $8.74M | 4.0% | $1.75M |
| High-net-worth individuals | 27 | $205M | 93.2% | $7.6M |
| Charitable organizations | Fewer than 5 | $6.28M | 2.8% | — |
| Total | 32 | $220M | 100% | — |
- Clients
- 5
- Regulatory AUM
- $8.74M
- AUM share
- 4.0%
- Avg. per client
- $1.75M
- Clients
- 27
- Regulatory AUM
- $205M
- AUM share
- 93.2%
- Avg. per client
- $7.6M
- Clients
- Fewer than 5
- Regulatory AUM
- $6.28M
- AUM share
- 2.8%
- Avg. per client
- —
Total
- Clients
- 32
- Regulatory AUM
- $220M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Lovett Investment Consulting is paid through fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Daniel Lovett owns 75% or more of Lovett Investment Consulting. The leadership team of Lovett Investment Consulting includes Chief Compliance Officer Daniel Lovett. It has 1 employee.
Leadership
- Daniel LovettManaging Member/Chief Compliance Officer
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 1 employee
- 1 in advisory functions
- Owns 75% or more of Lovett Investment Consulting LLC
Daniel Lovett
Control person · since January 2007
Lovett Investment Consulting’s regulatory assets grew from $161M (March 2021) to $220M (March 2026); clients were 32 in both filings and employees were 1 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $220M | 32 | 1 | 1 |
| March 2025 | $193M | 35 | 1 | 1 |
| March 2024 | $181M | 35 | 1 | 1 |
| March 2023 | $160M | 33 | 1 | 1 |
| April 2022 | $182M | 32 | 1 | 1 |
| March 2021 | $161M | 31 | 1 | 1 |
Besides its headquarters, Lovett Investment Consulting has 0 offices, with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Lovett Investment Consulting LLC
- Headquarters
- Not reported
- Website
- Not reported
- Phone
- 970-367-7574
- SEC file
- 801-67831
- Structure
- Colorado LLC
- Fiscal year end
- December
Lovett Investment Consulting uses Charles Schwab ($171M) as custodian for its separately managed accounts. Lovett Investment Consulting has custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $171M100%
At year end, Lovett Investment Consulting’s separately managed accounts were mostly in funds (85%).
What the accounts hold
- Stocks3%
- Funds85%
- Registered funds80%
- Pooled vehicles5%
- Bonds4%
- Cash1%
- Other7%
- Separately managed accounts of equities or bonds where the advisor has the authority to hire and fire the separate account manager.7%
How many clients does Lovett Investment Consulting have?
Lovett Investment Consulting has 32 clients and manages $220 million for them, as of March 2026. They include 27 high-net-worth individuals and 5 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Lovett Investment Consulting offer?
Lovett Investment Consulting provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Lovett Investment Consulting use?
Lovett Investment Consulting’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $171M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026
How many financial advisors does Lovett Investment Consulting have?
Lovett Investment Consulting has 0 investment adviser representatives registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Lovett Investment Consulting invest in?
At the end of its last fiscal year, Lovett Investment Consulting’s separately managed accounts held 80% registered funds (mutual funds, ETFs, BDCs), 7% other, 5% pooled vehicles (private funds and similar), 4% U.S. government and agency bonds, 3% exchange-traded equities and 1% cash and equivalents. The 7% other category is described as: Separately Managed Accounts of Equities Or Bonds Where the Advisor Has the Authority to Hire and Fire the Separate Account Manager.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Lovett Investment Consulting?
Lovett Investment Consulting’s direct owner is Daniel Lovett (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Lovett Investment Consulting get paid?
Lovett Investment Consulting is paid through fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Lovett Investment Consulting?
Its phone number is 970-367-7574.