Evans Capital Partners LLC
RIASEC Registered
Total AUM
$170K
Discretionary
$170K
100% of AUM
Avg account
$42.5K
Accounts
4
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 323000
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Evans Capital Partners LLC is a small, individually owned limited liability company that provides portfolio management to individuals, families and small businesses. The firm charges fees as a percentage of assets under management and focuses on discretionary portfolio management rather than serving as a capital allocator or pension consultant. According to the filing, Evans Capital Partners does not identify as an active ESG investor and is not designated as a multi-state or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Contacts
1 of 1
Thomas Evans
PresidentCRD 7608476
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations