Evidencial Financial Consulting

Overview

Evidencial Financial Consulting is a small, independent registered investment advisor organized as an LLC that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm operates a fee model that includes a percentage of assets under management, hourly billing and fixed-fee engagements, and describes itself as an active ESG investor — indicating environmental, social and governance factors are incorporated into its advice and portfolio decisions. The advisor does not position itself as a capital allocator; instead it sources investment exposure primarily through pooled public funds and third‑party managers. The practice appears to run a largely non‑discretionary relationship model, working with clients on plans and recommendations while leaving final trading authority with clients. That client‑facing approach, combined with a small asset base, suggests hands‑on financial planning and tailored portfolio recommendations rather than large-scale institutional portfolio management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices