|
⚲
|
| Keyboard |
| Evans Investment Advisors LLC
✚
|
|
|---|---|
| CRD # | 147000 |
| SEC # | 801-69405 |
| CIK # | |
| AUM | 390.7 M (2026-03-26) |
| Employees | 5 (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) | 180 | 34.1 |
| (b) Individuals (high net worth individuals) | 281 | 321.1 |
| (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 | 2 | 4.2 |
| (h) Charitable organizations | 3 | 10.0 |
| (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 | 21.4 |
| (n) Other | 0 | 0.0 |
| Total | 800 | 390.7 |
| By Discretionary | ||
| Discretionary | 790 | 382.4 |
| Non-Discretionary | 10 | 8.4 |
| Total | 800 | 390.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 390.7 | |
| Total | 800 | 390.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 508 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Carmel Capital Management LLC
✚
|
CA | 392.0 M |
|
Oxinas Partners LLC
✚
|
IN | 391.0 M |
|
Equita Financial Network Inc
✚
|
PA | 391.0 M |
|
RMW Advisors LLC
✚
|
TX | 390.9 M |
|
Paskin & Berler Capital Advisors LLC
✚
|
390.9 M | |
|
1776 Wealth LLC
✚
|
GA | 390.8 M |
|
Hillcrest Wealth Advisors - NY LLC
✚
|
NJ | 390.7 M |
|
Shrier Wealth Management LLC
✚
|
CA | 390.6 M |
|
Hahn Capital Management LLC
✚
|
CA | 390.0 M |
|
Green Ridge Wealth Planning LLC
✚
|
NJ | 389.6 M |