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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 4, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| TEVIS, WILLIAM, RYAN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| TEVIS, WILLIAM, RYAN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| TEVIS, WILLIAM, RYAN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| TEVIS, WILLIAM, RYAN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| TEVIS, WILLIAM, RYAN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| TEVIS, WILLIAM, RYAN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| TEVIS, WILLIAM, RYAN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| TEVIS, WILLIAM, RYAN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| TEVIS, WILLIAM, RYAN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| TEVIS, WILLIAM, RYAN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| TEVIS, WILLIAM, RYAN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Nov 4, 2025 REGISTERED
Notice Filings (3)
LA NM TX
Address
5700 WEST PLANO PARKWAYSUITE 3800
PLANO, TX 75093
United States
Phone: (972) 971-2169