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| Happy Holidays!! thanks for using AUM13F!! |
| Evans Investment Advisors LLC
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| CRD # | 147000 |
| SEC # | 801-69405 |
| CIK # | |
| AUM | $326.5 M (2025-03-28) |
| Employees | 4 (100% Investors, 100% Brokers) |
| Phone | 225-761-7870 |
| Address | 6713 Perkins Road Baton Rouge, LA 70808 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 178 | 33.3 |
| (b) Individuals (high net worth individuals) | 261 | 260.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 5.8 |
| (h) Charitable organizations | 3 | 8.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 42 | 18.1 |
| (n) Other | 0 | 0.0 |
| Total | 761 | 326.5 |
| By Discretionary | ||
| Discretionary | 736 | 314.1 |
| Non-Discretionary | 25 | 12.4 |
| Total | 761 | 326.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 326.5 | |
| Total | 761 | 326.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
van Clemens Wealth Management LLC
✚
|
MN | 0.3 |
|
Callahan Wealth Advisory LLC
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0.3 | |
|
Silver Grove Financial Group Inc
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NY | 0.3 |
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Masso Torrence Wealth Management Inc
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NJ | 0.3 |
|
Palouse Capital Management Inc
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WA | 0.3 |
|
626 Financial LLC
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|
MI | 0.3 |
|
Mullaney Keating & Wright Inc
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|
CT | 0.3 |
|
Sitrin Capital Management LLC
✚
|
CA | 0.3 |
|
Ashworth Wealth LLC
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|
UT | 0.3 |
|
Olistico Wealth LLC
✚
|
OK | 0.3 |