Evensky & Katz/Foldes Wealth Management

RIASEC RegisteredEst. 2001
Total AUM
$3.2B
Discretionary
$3.2B
100% of AUM
Avg account
$553K
Accounts
5,801
Employees
44
Advisory reps
25

Firm details

Headquarters
Coral Gables, Florida
CRD number
109698
Registered since
April 4, 2001
Website
evensky.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI90.35%
  • Individuals4.41%
  • Charitable Organizations2.37%
  • Corporations / Businesses1.59%
  • Pension & Profit Sharing Plans1.28%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Evensky & Katz/Foldes Wealth Management is an independent registered investment adviser organized as an LLC and operating since 2001. The firm acts as a capital allocator for both individual and family clients as well as select institutional clients. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Core advisory services are financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of outside advisers. The firm does not identify as an ESG investor in the source data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 90%, Exchange Traded Equities 3%, Investment Grade Corp Bonds 2%, US Government Bonds 1%, State & Local Bonds 1%, Sovereign Bonds 1%, Cash & Cash Equivalents 1%, Other 1%90%
  • Public Funds/Mutual Funds90%
  • Exchange Traded Equities3%
  • Investment Grade Corp Bonds2%
  • US Government Bonds1%
  • State & Local Bonds1%

Owners & executives

2 of 2
  • Lane Jones

    Lane Jones

    Chief Investment OfficerCRD 3050482

  • Rebecca Judd

    Rebecca Judd

    Chief Compliance OfficerCRD 7244308

Contacts

3 of 23
  • Joshua Mungavin

    Joshua Mungavin

    ShareholderCRD 5797091

  • Marcos Segrera

    Marcos Segrera

    Principal & Wealth ManagerCRD 5896786

  • Flavio Landivar

    Flavio Landivar

    Senior Financial AdvisorCRD 6361325

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 161

Active vs passive

$3.9B in ETFs

Passive

68%

$2.7B

Active

29%

$1.3B

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT)BlackRockPassiveLarge Blend$262M1,596,3966.69%
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Location

Primary office

Coral Gables, FL

Miami Dade

Location

Coral Gables, FL

Headquartered in Coral Gables, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
4000 Ponce De Leon Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth