TEVIS INVESTMENT MANAGEMENT, LLC
CRD #167750 SEC #801-121011 PLANO, TX (972) 971-2169
SEC Registered
Total AUM
$206.5M
Discretionary
$198.8M
Employees
1
Clients
11
Accounts
509
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $206.5M | $198.8M | $7.6M | 1 | 0 |
| Oct 2025 | $206.5M | $198.8M | $7.6M | 1 | 0 |
| Jan 2025 | $206.5M | $198.8M | $7.6M | 1 | 0 |
| Feb 2024 | $171.3M | $167.6M | $3.6M | 1 | 0 |
| Sep 2023 | $156M | $150M | $6M | 1 | 0 |
| May 2023 | $156M | $150M | $6M | 1 | 0 |
| Feb 2023 | $156M | $150M | $6M | 1 | 0 |
| Aug 2022 | $159.7M | $153.2M | $6.5M | 1 | 0 |
| Mar 2022 | $159.7M | $153.2M | $6.5M | 1 | 0 |
| Apr 2021 | $125.9M | $120.9M | $5M | 1 | 0 |
| Mar 2021 | $125.9M | $120.9M | $5M | 1 | 0 |
DateNov 2025
Total AUM$206.5M
Discretionary$198.8M
Non-Disc.$7.6M
Employees1
Clients0
DateOct 2025
Total AUM$206.5M
Discretionary$198.8M
Non-Disc.$7.6M
Employees1
Clients0
DateJan 2025
Total AUM$206.5M
Discretionary$198.8M
Non-Disc.$7.6M
Employees1
Clients0
DateFeb 2024
Total AUM$171.3M
Discretionary$167.6M
Non-Disc.$3.6M
Employees1
Clients0
DateSep 2023
Total AUM$156M
Discretionary$150M
Non-Disc.$6M
Employees1
Clients0
DateMay 2023
Total AUM$156M
Discretionary$150M
Non-Disc.$6M
Employees1
Clients0
DateFeb 2023
Total AUM$156M
Discretionary$150M
Non-Disc.$6M
Employees1
Clients0
DateAug 2022
Total AUM$159.7M
Discretionary$153.2M
Non-Disc.$6.5M
Employees1
Clients0
DateMar 2022
Total AUM$159.7M
Discretionary$153.2M
Non-Disc.$6.5M
Employees1
Clients0
DateApr 2021
Total AUM$125.9M
Discretionary$120.9M
Non-Disc.$5M
Employees1
Clients0
DateMar 2021
Total AUM$125.9M
Discretionary$120.9M
Non-Disc.$5M
Employees1
Clients0