EVOADVISORS

Overview

Evoadvisors is an independent registered investment adviser operating as a corporation and registered with the SEC since 2017. The firm serves both individual and family clients as well as institutional clients, offering financial planning and portfolio management for individuals and small businesses. Its fee model is fixed fees rather than AUM-based tiers or performance fees. Evoadvisors does not act as a capital allocator or sponsor third-party private funds; instead it implements client solutions using external managers and pooled vehicles. The firm’s public disclosures indicate a conventional advisory practice focused on managed portfolios and planning rather than specialty strategies such as pension consulting or an ESG-first mandate. Product usage leans toward pooled public funds and mutual funds as the primary building blocks of client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices