{"url":"https://nivawealth.com/firms/tevis-investment-management-167750","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/167750","regulatoryAum":234793030,"crd":"167750","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4147664","suffix":null,"lastName":"TEVIS","firstName":"WILLIAM","middleName":"RYAN"}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-04-02","regulatoryAum":125910279,"clients":85,"employees":1,"offices":1},{"filedOn":"2022-03-07","regulatoryAum":159668618,"clients":105,"employees":1,"offices":1},{"filedOn":"2023-05-22","regulatoryAum":155995329,"clients":108,"employees":1,"offices":1},{"filedOn":"2024-02-27","regulatoryAum":171253833,"clients":103,"employees":1,"offices":1},{"filedOn":"2025-01-31","regulatoryAum":206461696,"clients":138,"employees":1,"offices":1},{"filedOn":"2026-03-03","regulatoryAum":234793030,"clients":431,"employees":1,"offices":1}],"secFileNumber":"801-121011","legalName":"Tevis 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Tevis Investment Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Tevis Investment Management charge?","answer":"Tevis Investment Management charges 1.10%–1.75% a year for its Comprehensive Portfolio Management. 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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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Tevis Investment Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Tevis Investment Management invest in?","answer":"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. 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