Lloyd Tevis Investments, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lafayette, CA. Its latest Form ADV filing, dated March 6, 2026, reports $435,000 in regulatory assets under management, 4 employees, and 12 accounts.
Assets Under Management
$435K
Employees
4
Offices
--
Total Clients
12
Primary office
LAFAYETTE, CA
3658 MT DIABLO BLVD, SUITE 201, LAFAYETTE, CA, United States
Portfolio management for individuals and small businesses
Publication of periodicals or newsletters
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
12
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$435Kas of March 6, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$435K
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$435K
Total Accounts12
10Y AUM Change+$435K
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee3:1
10Y Employee Change-1 (-20.0%)
* 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.