# Tevis Investment Management Tevis Investment Management is a Bank / Wealth / Trust based in Plano, United States. ## Overview - **Organization type:** Bank / Wealth / Trust - **Headquarters:** Plano, United States - **Region:** North America - **Address:** Plano, TX, United States - **Founded:** 2012 - **Assets under management:** Undisclosed - **Website:** tevisinvest.com - **LinkedIn:** https://www.linkedin.com/company/tevis-investment-management ## Regulatory record - **CRD number:** 167750 - **SEC file number:** 801-121011 - **Registration status:** APPROVED - **Latest Form ADV filing:** 2026-03-03T06:00:00.000Z - **Reports private funds:** No - **Private funds reported:** 0 - **IAPD record:** https://adviserinfo.sec.gov/firm/summary/167750 ## About Founded in 2012 in Plano, Texas, Tevis Investment Management established its practice around a straightforward advisory model: managed portfolios, financial planning, and fiduciary asset oversight for a client base spanning individual accredited investors, corporate entities, and pension plans. Tevis provides portfolio construction and ongoing management services that encompass traditional public-market allocations across equities and fixed income, with supplementary exposure to private funds and alternative strategies as appropriate for qualified clients. Public records confirm the firm's advisory work extends to pension consulting, where it assists plan sponsors with investment policy design, manager selection, and fiduciary monitoring. The firm's location in Plano places it inside one of the country's most concentrated corridors of corporate headquarters and family-enterprise wealth — Toyota North America, JPMorgan Chase's regional campus, and Liberty Mutual all maintain major operations within a ten-mile radius. As a Texas-registered investment adviser, Tevis operates with a lean organizational footprint. The firm's Form ADV filings with the SEC and Texas State Securities Board historically show a small-team structure typical of a boutique RIA, with no branch offices outside its Collin County base. Revenue derives primarily from asset-based advisory fees rather than performance carry, a model that aligns the firm's incentive with capital preservation and disciplined compounding. In recent cycles, the firm has maintained a consistent filing posture, with no publicly flagged regulatory actions or enforcement events recorded in the Investment Adviser Public Disclosure database. Tevis occupies a structural niche distinct from both large private-bank trust departments and multi-family offices with national ambitions. By anchoring its practice in a single high-growth Texas submarket and serving a deliberately concentrated client base, the firm avoids the asset-gathering treadmill that pushes larger RIAs toward standardized model portfolios. That geographic and cultural embeddedness — rather than any novel product strategy — represents the firm's genuine point of differentiation in a fragmented wealth-advisory landscape. ## Sectors - Private Wealth Management ## Questions ### Does Tevis Investment Management manage pooled investment vehicles or only separately managed accounts? 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. ### Does Tevis Investment Management have a presence outside the Dallas-Fort Worth area? 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. ## Related profiles - [Teva Pharmaceutical Industries](https://altss.com/profile/teva-pharmaceutical-industries) - [Texas Capital Bank](https://altss.com/profile/texas-capital-bank) --- Last updated: 2026-08-11T02:43:31.692Z Canonical page: https://altss.com/profile/tevis-investment-management Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology