$234.8M Total AUM
$230.5M Disc. AUM
11.6% 3Y CAGR
1 Employees
431 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-12-2013
- Office Locations
- 1
Office Locations
5700 West Plano Parkway Suite 3800 Plano TX
About Tevis Investment Management, LLC
Tevis Investment Management is a Plano, TX RIA providing integrated financial/retirement planning and portfolio management, including estate transfer planning, cash-flow work, and insurance consulting. Portfolios are built around client objectives, risk tolerance, and time horizon and are implemented largely with ETFs. Offers unlimited, as-needed planning and investment guidance; custodies primarily at Charles Schwab.
Team overview
-- AVG AGE
$234.8M AVG AUM / ADVISOR
$544.8K AVG AUM / CLIENT
13.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Accredited Investors
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
W
WILLIAM RYAN TEVIS
Chief Compliance Officer, Partner, President
- CRD
- #4147664
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $230,500,939 | $511,089 |
| Non-Discretionary | $4,292,091 | $33,016 |
| Total | $234,793,030 | $404,119 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Other:
Available Equity - OTC:
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| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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| Available | Available | Available | Available | Available | Available |
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