Evans Capital Management Associates

RIASEC RegisteredEst. 2017

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 registered investment adviser that began SEC registration in 2017. The firm operates as a corporation with domestic/individual ownership and serves both individual & family clients and institutional accounts. Its stated advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting services; the firm also conducts insurance brokerage activity. Fee arrangements are flexible and include a percentage of assets under management, hourly billing, and fixed fees. The firm does not identify as an active ESG investor and is not flagged as a multi-state adviser.