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| Evanson Financial LLC
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|---|---|
| CRD # | 340506 |
| SEC # | 801-135448 |
| CIK # | 0002140235 |
| AUM | 5,847.1 M (2026-05-11) |
| Employees | 10 (80% Investors, 0% Brokers) |
| Phone | 831-333-2060 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0002140235 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Sprott Physical Gold Trust | 0.1 | ||
| Apple Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Microsoft Corp | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 125 | 0.1 |
| (b) Individuals (high net worth individuals) | 847 | 5.7 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 6 | 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 | 2 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,304 | 5.8 |
| By Discretionary | ||
| Discretionary | 4,297 | 5.8 |
| Non-Discretionary | 7 | 0.0 |
| Total | 4,304 | 5.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.8 | |
| Total | 4,304 | 5.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002140235] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| LEI | 41-3568626 |
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