Evans Capital Management Associates

RIASEC Registered

Total AUM

$683M

Discretionary

$23.6M

3% of AUM

Avg account

$690K

Accounts

989

Employees

Advisory reps

Firm details

Headquarters: Bellevue, Washington
CRD number: 110699
Registered since: October 31, 2017
Website: www.rlevansco.net
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI84.13%
Pension & Profit Sharing Plans9.18%
Individuals6.69%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Evans Capital Management Associates is an independent, corporate-structured registered investment adviser. The firm is registered with the SEC (registered in 2017). Ownership is listed as a combination of a domestic entity and an individual. Its client mix includes individuals and families as well as institutional clients. Fee arrangements are flexible and include percentage-of-assets, hourly charges, and fixed fees. The firm also operates as an insurance broker and provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. Evans Capital does not identify as an active ESG investor and is not positioned as a capital allocator.