Severin Investments Llc
- Regulatory AUM
- $142M
- Discretionary
- $125M
- Clients
- 235
- Avg AUM / client
- $604K
- Accounts
- 564
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 181 | $56.1M | 39.6% |
| High net worth individuals | 52 | $83.6M | 58.9% |
| Pension and profit sharing plans | 1 | $1.5M | 1.06% |
| Other investment advisers | 1 | $626K | 0.44% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeffrey Jon Severin | President, Chief Executive Officer | Mar 2013 (13y) | 75% or more | |
| Tess Severin Butler | Chief Compliance Officer | Aug 2020 (6y) | Less than 5% | |
| John Matthew Meyer | Registered representative | Chartered Financial Consultant | Jan 2016 (11y) | |
| Ellen C Fisher | Registered representative | Oct 2022 (4y) | ||
| Joshua Lee Rood | Registered representative | Oct 2024 (2y) | ||
| Justin W Hill | Registered representative | Mar 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/12/2026 | 980 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • A PERCENTAGE OF ASSETS UNDER ADVISEMENT
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $131M (92% of AUM) Mar 2026
- Folio Investments, Inc. $7.4M (6% of AUM) Mar 2025
- LPL Financial $6.7M (7% of AUM) Oct 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 12, 2026.
View current Form ADV (SEC/IAPD) ↗