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| Evanson Asset Management LLC
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|---|---|
| CRD # | 135188 |
| SEC # | 801-64387 |
| CIK # | 0001626379 |
| AUM | $5.1 B (2025-05-30) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 831-333-2060 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001626379 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Sprott Physical Gold Trust | 122.8 | ||
| Apple Inc | 69.8 | ||
| Alphabet Inc | 34.9 | ||
| Alphabet Inc | 32.2 | ||
| Microsoft Corp | 14.1 | ||
| Nvidia Corp | 12.1 | ||
| Amazon Com Inc | 10.0 | ||
| Alarmcom Holdings Inc | 9.6 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 137 | 0.6 |
| (b) Individuals (high net worth individuals) | 852 | 4.4 |
| (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 | 0.0 |
| (h) Charitable organizations | 9 | 0.0 |
| (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 | 3 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,264 | 5.1 |
| By Discretionary | ||
| Discretionary | 4,253 | 5.1 |
| Non-Discretionary | 11 | 0.0 |
| Total | 4,264 | 5.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.1 | |
| Total | 4,264 | 5.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001626379] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Vanguard Personalized Indexing Management
✚
|
CA | 7.3 |
|
Klingman and Associates LLC
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|
NY | 4.8 |
|
Apella Capital LLC
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CT | 4.7 |
|
RPOA Advisors Inc
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TX | 4.0 |
|
Facet Wealth Inc
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MD | 3.9 |
|
T Rowe Price Advisory Services Inc
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MD | 3.9 |
|
Connecticut Wealth Management LLC
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|
CT | 3.7 |
|
Pittenger & Anderson Inc
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|
NE | 3.3 |
|
Sigfig Wealth Management LLC
✚
|
CA | 3.0 |
|
Northeast Investment Management Inc
✚
|
MA | 2.9 |