EVANS CAPITAL MANAGEMENT ASSOCIATES

Overview

Evans Capital Management Associates is an independent registered investment adviser that serves both individual and institutional clients. The firm blends fee-based portfolio management and financial planning with insurance brokerage services, and it also offers pension consulting for small businesses. Its advisory model leans toward discretionary portfolio implementation—most client relationships are managed with authority to trade—while the firm retains flexibility to work on hourly or fixed-fee engagements for planning and consulting work. Investment activity centers on publicly traded equities as the primary allocation vehicle, supported by a range of traditional and alternative income and diversification strategies. The firm does not describe itself as an active ESG investor. Service offerings indicate a hybrid model: ongoing investment management for individuals and families, combined with project-based advice for specific planning or pension needs.

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Public Holdings

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Location & Offices