Tevis Investment Management

Tevis Investment Management's Form ADV filings and Texas State Securities Board records identify the firm's control persons and investment committee members by name, consistent with RIA disclosure requirements under the Investment Advisers Act of 1940. Because the firm has deliberately maintained a low public profile with no website announcements or press coverage detailing its leadership structure, the specific individuals directing day-to-day portfolio decisions are not verifiable through public sources. Potential clients and counterparties can request the firm's current Form ADV Part 2B brochure, which must list all supervised persons involved in advisory activities.

Based on the firm's public regulatory filings, Tevis Investment Management primarily serves clients through separately managed accounts and advisory relationships rather than publicly offered mutual funds or private pooled vehicles. The firm's Form ADV Part 1 has not indicated sponsorship of any private funds requiring reporting under Section 4 of the Securities Act. This structure gives the firm flexibility to tailor portfolios to specific client mandates — pension plan liquidity requirements, concentrated stock positions, or estate planning constraints — without the commingling risk and redemption dynamics that come with pooled-fund operations.

Tevis Investment Management includes alternative investment strategies within its advisory scope for qualified clients, per the firm's regulatory disclosures describing its investment advisory services. Because the firm operates as a fiduciary RIA rather than a fund sponsor, alternative exposure is typically accessed through third-party private funds or direct recommendations to clients rather than through proprietary vehicles. The firm's filings have not disclosed specific allocation targets for private equity, real assets, or hedge fund strategies, suggesting that alternative exposure levels are determined on a client-by-client basis rather than by firmwide model-portfolio mandate.

Tevis Investment Management derives advisory compensation primarily from asset-based fees calculated as a percentage of client assets under management, consistent with the dominant revenue model among independent RIAs serving high-net-worth and institutional clients. Form ADV disclosures typically enumerate whether the firm also charges fixed or hourly fees for financial planning engagements, and whether any performance-based fees are negotiated with qualified clients. No public record indicates that the firm receives transaction-based commissions, revenue-sharing payments from product sponsors, or other forms of indirect compensation that would create material conflicts beyond those standard to the fee-based advisory model.

No. Tevis Investment Management maintains its sole office in Plano, Texas, with no branch offices or satellite locations registered in other states or jurisdictions. The firm's Plano address places it within Collin County, one of the fastest-growing wealth centers in the country. For allocators or families evaluating the firm from outside North Texas, this geographic concentration is a structural fact — advantage or limitation depending on whether proximity to the adviser and its professional network is relevant to the mandate.