Lovett Investment Consulting LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 27, 2026, reports $220M in regulatory assets under management, 1 employee, and 137 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 84.4% of total clients.
Top client categories% of clientsClients
1
HNWI
84.4%
27
2
Individuals
15.6%
5
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$220Mas of March 27, 2026
Discretionary72.5%
$160M
72% of total RAUM72.5%
Non-discretionary27.5%
$61M
28% of total RAUM27.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$220M
Total Accounts137
10Y AUM Change+$84M (+61.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee32:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.