Tevis Investment Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, publishing newsletters, education planning, estate planning, insurance, philanthropic planning, and tax planning. Financial planning was provided to 11–25 clients last fiscal year.
Tevis Investment Management reports 431 clients. They include 280 pension and profit-sharing plans, 97 individual clients, and 54 high-net-worth individuals. Of its assets, 98.2% ($231M across 451 accounts) are managed with discretion; $4.29M across 130 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 23% | 12% |
| High-net-worth individuals | 13% | 84% |
| Pension and profit-sharing plans | 65% | 4% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 97 | $27.9M | 11.9% | $288K |
| High-net-worth individuals | 54 | $198M | 84.2% | $3.66M |
| Pension and profit-sharing plans | 280 | $9.2M | 3.9% | $32.9K |
| Total | 431 | $235M | 100% | $545K |
- Clients
- 97
- Regulatory AUM
- $27.9M
- AUM share
- 11.9%
- Avg. per client
- $288K
- Clients
- 54
- Regulatory AUM
- $198M
- AUM share
- 84.2%
- Avg. per client
- $3.66M
- Clients
- 280
- Regulatory AUM
- $9.2M
- AUM share
- 3.9%
- Avg. per client
- $32.9K
Total
- Clients
- 431
- Regulatory AUM
- $235M
- AUM share
- 100%
- Avg. per client
- $545K
- 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
- 11–25
Tevis Investment Management charges 1.10%–1.75% a year for its Comprehensive Portfolio Management. The fee is billed in advance, is negotiable and requires an account of at least $500,000.
Fee details and sources
William Tevis owns 75% or more of Tevis Investment Management. The leadership team of Tevis Investment Management includes President William Tevis. It has 1 employee.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- 1 insurance agent
- Owns 75% or more of Tevis Investment Management, LLC
William Tevis
Control person · since April 2013
Tevis Investment Management’s regulatory assets grew 1.9× from $126M (April 2021) to $235M (March 2026); clients rose from 85 to 431 and employees were 1 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $235M | 431 | 1 | 1 |
| Jan 2025January 2025 | $206M | 138 | 1 | 1 |
| Feb 2024February 2024 | $171M | 103 | 1 | 1 |
| May 2023May 2023 | $156M | 108 | 1 | 1 |
| Mar 2022March 2022 | $160M | 105 | 1 | 1 |
| Apr 2021April 2021 | $126M | 85 | 1 | 1 |
Besides its headquarters, Tevis Investment Management has 0 offices, with 1 listed address in 1 state.
Texas · 1 listed address
- 5700 West Plano Parkway, Suite 3800, PlanoHQ
Contact and registration details
- Legal name
- Tevis Investment Management, LLC
- Headquarters
- 5700 West Plano Parkway, Suite 3800, Plano, TX 75093
- Website
- tevisinvest.com
- Phone
- 972-971-2169
- SEC file
- 801-121011
- Structure
- Texas LLC
- Fiscal year end
- December
Tevis Investment Management’s named custodian for separately managed accounts is Charles Schwab ($226M). Tevis Investment Management has custody of $13.9M for 28 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Omaha, NE · $226M100%
At year end, Tevis Investment Management’s separately managed accounts were mostly in stocks (76%) and funds (17%). Its reported 13F holdings for the quarter ended 31 March 2026 total $176M across 99 positions; the largest are Goldman Sachs ETF TR (11.9%), Berkshire Hathaway Inc. Del (5.5%) and Coca-cola Europacific Partne (3.8%).
What the accounts hold
- Stocks76%
- Exchange-traded equities74%
- Non-exchange-traded equities2%
- Funds17%
- Cash4%
- Other3%
- Variable annuities3%
How many clients does Tevis Investment Management have?
Tevis Investment Management has 431 clients and manages $235 million for them, as of March 2026. They include 280 pension and profit-sharing plans, 97 individual clients, and 54 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 3 March 2026
What services does Tevis Investment Management offer?
Tevis Investment Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, publishing newsletters, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Tevis Investment Management charge?
Tevis Investment Management charges 1.10%–1.75% a year for its Comprehensive Portfolio Management. The fee is billed in advance, is negotiable and requires an account of at least $500,000.
Which custodians does Tevis Investment Management use?
Tevis Investment Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Omaha, NE), with $226M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 3 March 2026
How many financial advisors does Tevis Investment Management have?
Tevis Investment Management has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Tevis Investment Management invest in?
At the end of its last fiscal year, Tevis Investment Management’s separately managed accounts held 74% exchange-traded equities, 17% registered funds (mutual funds, ETFs, BDCs), 4% cash and equivalents, 3% other and 2% non-exchange-traded equities. The 3% other category is described as: Variable Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Tevis Investment Management have a minimum investment?
Yes, Tevis Investment Management’s minimum account size for its Comprehensive Portfolio Management is $500K.
Who owns Tevis Investment Management?
Tevis Investment Management’s direct owner is William Tevis (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 3 March 2026
How does Tevis Investment Management get paid?
Tevis Investment Management is paid through a percentage of assets under management. 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 Tevis Investment Management?
Tevis Investment Management’s main office is at 5700 West Plano Parkway, Suite 3800, Plano, TX 75093. Its phone number is 972-971-2169. Its website is tevisinvest.com.
