Evansbrook Capital Management

RIASEC RegisteredEst. 2023
Total AUM
$226M
Discretionary
$226M
100% of AUM
Avg account
$1.2M
Accounts
195
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
327916
Registered since
September 19, 2023
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI96.65%
  • Individuals3.35%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Evansbrook Capital Management is an independent, SEC-registered registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individuals and families (and small business clients for portfolio management) with a fee model based on a percentage of assets under management. Advisory services highlighted in filings are financial planning and discretionary portfolio management for individual and small-business clients. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 95%, Cash & Cash Equivalents 5%95%
  • Exchange Traded Equities95%
  • Cash & Cash Equivalents5%

Contacts

2 of 2
  • Nicole Kustok

    Nicole Kustok

    Founding PartnerCRD 4567538

  • Osman Arain

    Osman Arain

    Owner, Investment Advisor RepresentativeCRD 2629717

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 24

Active vs passive

$83.3M in ETFs

Passive

99%

$82.5M

Active

<1%

$750K

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$42.1M56,39050.56%

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth