# Lovett Investment Consulting

Lovett Investment Consulting is an Asset Manager based in Baltimore, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Baltimore, United States
- **Region:** North America
- **Address:** Baltimore, MD, United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 143178
- **SEC file number:** 801-67831
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-27T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/143178

## About

LOVETT INVESTMENT CONSULTING LLC is an SEC-registered investment adviser since 2007. The firm manages $220 million in assets, $160 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## Questions

### Does Lovett manage individual stocks or primarily use funds?

The firm builds portfolios using mutual funds and exchange-traded funds rather than selecting individual equities or bonds. This fund-based approach allows Lovett to implement strategic asset allocation across equity, fixed income, and alternative sleeves while delegating security-level decisions to specialist managers. Public records do not indicate direct indexing or individual stock-picking mandates.

### What is the firm's approach to selecting third-party managers?

Lovett evaluates external managers based on quantitative metrics including risk-adjusted returns, factor exposures, and consistency of investment process, combined with qualitative assessment of the management team and organizational stability. The firm's independent status means it has no obligation to allocate to any specific fund family. Specific manager-selection criteria are communicated directly to clients during the onboarding process.

### How is Lovett Investment Consulting regulated?

As a registered investment adviser, Lovett files Form ADV with the SEC or Maryland state securities regulator, depending on its regulatory assets under management. This filing discloses the firm's ownership, services, fee schedule, disciplinary history, and conflicts of interest. The Form ADV is publicly accessible through the SEC's Investment Adviser Public Disclosure website.

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Last updated: 2026-06-03T20:00:00.000Z

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