Evia Investment Advisors

Overview

Evia Investment Advisors is an independent, owner-operated registered investment adviser organized as an LLC that serves individual and family clients. The firm operates as a capital allocator but shows a clear preference for public equities: its filings indicate a bias toward exchange-traded securities and mutual funds rather than complex private-market strategies. Fee arrangements are flexible — the firm charges a percentage of assets under management and also uses hourly and fixed-fee engagements — and it combines portfolio management with financial planning, educational workshops, periodic publications and insurance brokerage activity. Evia also offers selection-of-other-advisers services, which suggests it can engage third-party managers when a client’s needs require specialized strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices