Evoke Advisors

RIASEC RegisteredEst. 2019

Total AUM

$17.3B

Discretionary

$14.4B

83% of AUM

Avg account

$1.4M

Accounts

12,528

Employees

Advisory reps

Firm details

Headquarters: Los Angeles, California
CRD number: 300856
Registered since: May 13, 2019
Website: www.evokeadvisors.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: HNWI69.91%
Pooled Investment Vehicles17.19%
Charitable Organizations7.16%
Pension & Profit Sharing Plans2.85%
Other1.59%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Evoke Advisors is an independent, SEC-registered registered investment adviser organized as an LLC and operating as a capital allocator to both individual/family and institutional clients. The firm provides a range of advisory services that include financial planning, portfolio management for individuals, pooled vehicles and institutions, pension consulting, manager selection, and investor education through publications and seminars. Evoke acts as sponsor and managing member for pooled investment vehicles and maintains an active private-fund platform. The firm pursues fee arrangements that include percentage-of-AUM fees, fixed fees and other fee structures. Evoke does not characterize itself as an active ESG investor. Public recognition includes repeated placement on Barron’s Top 100 RIA lists (multiple years), appearances on Forbes’ lists of top RIA firms, and inclusion on AdvisorHub’s 50 RIA Firms to Watch.