LOVETT INVESTMENT CONSULTING LLC
Adviser information for LOVETT INVESTMENT CONSULTING LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Colorado, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 68 | $98.0M |
| Non-Discretionary | 68 | $83.2M |
| Total | 136 | $181.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 8 | $7.1M |
| HNW Individuals | 27 | $167.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $6.3M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | Fixed fees |
Identifiers
| SEC RIA File Number | 801-67831 |
|---|---|
| SEC ERA File Number | 801-67831 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 143178 |
| Legal Entity Identifier | None |
Principal Office
1385 BLUE SPRUCE COURTSTEAMBOAT SPRINGS
CO
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 970-367-7574, Fax: 970-875-7034
Chief Compliance Officer
DANIEL CLAY LOVETT
MANAGING MEMBER
1385 BLUE SPRUCE CT
STEAMBOAT SPRINGS
CO
United States
Tel:
970-367-7574
Fax:
970-875-7034
C***@*******************M
(Full email address available in API data)
Regulatory Contact
DANIEL CLAY LOVETT
MANAGING MEMBER
1385 BLUE SPRUCE COURT
STEAMBOAT SPRINGS
CO
United States
Tel:
970-367-7574
Fax:
970-875-7034
C***@*******************M
(Full email address available in API data)
Industry Affiliates
| D. CLAY LOVETT, CPA | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LOVETT, DANIEL, CLAY | Individual | – | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | 01/2007 | > 75% |