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| Keyboard |
| Lovett Investment Consulting LLC
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|---|---|
| CRD # | 143178 |
| SEC # | 801-67831 |
| CIK # | |
| AUM | 220.3 M (2026-03-27) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 970-367-7574 |
| Address | |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 8.7 |
| (b) Individuals (high net worth individuals) | 27 | 205.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 6.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 137 | 220.3 |
| By Discretionary | ||
| Discretionary | 76 | 159.7 |
| Non-Discretionary | 61 | 60.6 |
| Total | 137 | 220.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 220.3 | |
| Total | 137 | 220.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Kroon & Mitchell Asset Management LLC
✚
|
MI | 220.9 M |
|
Equitycompass Investment Management LLC
✚
|
MD | 220.9 M |
|
Ballast Asset Management LP
✚
|
TX | 220.7 M |
|
Haverdink Financial Management LLC
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|
MI | 220.4 M |
|
BLVD Private Wealth LLC
✚
|
KY | 220.4 M |
|
Cabin Advisors LLC
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|
KS | 220.2 M |
|
CornerStone Enterprises LLC
✚
|
WI | 220.2 M |
|
Jericho Financial LLP
✚
|
OH | 220.0 M |
|
Robert Priske LLC
✚
|
HI | 219.9 M |
|
Clark Monroe Blackman LLC
✚
|
219.9 M |