Creed Evans Financial Advisory, LLC

Overview

Creed Evans Financial Advisory, LLC is a small, single-office registered advisory firm that provides portfolio management services to individuals and small businesses. The firm operates on a fee model that combines a percentage of assets under management with hourly billing, and it reports no role as a capital allocator or pension consultant. Investment activity is centered on pooled public funds—primarily mutual funds—for core exposures, while the firm also allocates to external alternative managers when appropriate. It is not identified as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices