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| Evolution Advisers Inc
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|
|---|---|
| CRD # | 149615 |
| SEC # | 801-110783 |
| CIK # | 0001906967 |
| AUM | $271.0 M (2025-01-21) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 804-794-1981 |
| Address | 2917 West Leigh Street Richmond, VA 23230 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Genworth Financial Inc | 0.0 | ||
| Apple Inc | 0.0 | ||
| Exxon Mobil Corp | 0.0 | ||
| Union Pacific Corp | 0.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 87 | 47.7 |
| (b) Individuals (high net worth individuals) | 76 | 222.9 |
| (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 | 1 | 0.4 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,357 | 271.0 |
| By Discretionary | ||
| Discretionary | 1,340 | 267.6 |
| Non-Discretionary | 17 | 3.4 |
| Total | 1,357 | 271.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 271.0 | |
| Total | 1,357 | 271.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001906967] |
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|---|---|---|
|
Apricus Wealth LLC
✚
|
SC | 0.3 |
|
Peninsula Asset Management Inc
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FL | 0.3 |
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Wheelhouse Advisory Group LLC
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MO | 0.3 |
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Tucker Jr Douglas Ray
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AL | 0.3 |
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Kapstone Financial Advisors LLC
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OH | 0.3 |
|
Ferguson-Johnson Wealth Management Inc
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MD | 0.3 |
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Christopher J Hasenberg Inc
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WI | 0.3 |
|
Fortitude Financial LLC
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WA | 0.3 |
|
Base Wealth Management LLC
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FL | 0.3 |
|
Gamma Asset Management LLC
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PR | 0.3 |