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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-27-2007
- Office Locations
- 1
Office Locations
About Lovett Investment Consulting LLC
Lovett Investment Consulting LLC is a Steamboat Springs-based RIA. The firm has been operating for 19 years. Managing $220.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Between March 26, 2025 and March 27, 2026, reported AUM increased 13.9%, from $193.5M to $220.3M.
Across 5 reported observations, AUM increased 20.7% between April 1, 2022 and March 27, 2026, from $182.5M to $220.3M.
Of the latest reported AUM, 72.5% is discretionary and 27.5% is non-discretionary.
The firm reports 1 advisory representatives and 32 clients, or 32 clients per representative. That equates to $6.9M in reported AUM per client.
The profile lists 1 reported office location and 19 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
DANIEL CLAY LOVETT
Chief Compliance Officer, Managing Member
- CRD
- #5287186
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $159,696,360 | $2,101,268 |
| Non-Discretionary | $60,598,832 | $993,423 |
| Total | $220,295,192 | $1,607,994 |
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Separately Managed Accounts
SMA allocation detail is available
Lovett Investment Consulting LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.