EVOLUTION FINANCIAL LLC

Overview

Evolution Financial LLC is an independent registered investment adviser organized as a limited liability company that serves individuals, families and some institutional clients. The firm acts as a capital allocator, blending discretionary portfolio management with financial planning, selection of outside managers and educational programming. Its fee model is flexible — the firm charges asset-based fees and also offers hourly and fixed-fee engagements — which supports both ongoing wealth management relationships and project-based advisory work. Investment activity is concentrated on liquid public markets, with a clear tilt toward equities. Evolution Financial manages client portfolios directly and selects third-party managers when appropriate, particularly for alternative exposures. The firm does not identify as an active ESG investor and operates under a single-state registration footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices