|
⚲
|
| Evans Investment Advisors LLC
✚
| |
|---|---|
| CRD # | 147000 |
| SEC # | 801-69405 |
| CIK # | |
| AUM | $289.7 MM (2024-03-28) |
| Employees | 4 (100% Investors, 100% Brokers) |
| Phone | 225-761-7870 |
| Address | 6713 Perkins Road Baton Rouge, LA 70808 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 165 | 28.9 |
| (b) Individuals (high net worth individuals) | 252 | 228.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 4.9 |
| (h) Charitable organizations | 3 | 9.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 37 | 18.0 |
| (n) Other | 0 | 0.0 |
| Total | 708 | 289.7 |
| By Discretionary | ||
| Discretionary | 692 | 279.5 |
| Non-Discretionary | 16 | 10.2 |
| Total | 708 | 289.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 289.7 | |
| Total | 708 | 289.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Pollock Investment Advisors LLC
✚
|
MI | 0.3 |
|
Dam2019 LLC
✚
|
GA | 0.3 |
|
Gunpowder Capital Management LLC
✚
|
MD | 0.3 |
|
MN Wealth Advisors LLC
✚
|
KS | 0.3 |
|
Fiduciary Planning LLC
✚
|
FL | 0.3 |
|
Marin Bay Wealth Advisors LLC
✚
|
CA | 0.3 |
|
Asset Planning Services Inc
✚
|
LA | 0.3 |
|
Invenio Wealth Partners LLC
✚
|
FL | 0.3 |
|
Lowery Thomas LLC
✚
|
CA | 0.3 |
|
Hibernia Wealth Partners LLC
✚
|
LA | 0.3 |