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| Evolution Advisers Inc
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|---|---|
| CRD # | 149615 |
| SEC # | 801-110783 |
| CIK # | 0001906967 |
| AUM | 337.2 M (2026-04-28) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 804-794-1981 |
| Address | 2917 West Leigh Street Richmond, VA 23230 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 0.0 | ||
| Genworth Financial Inc | 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) | 71 | 36.2 |
| (b) Individuals (high net worth individuals) | 96 | 300.6 |
| (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 | 991 | 337.2 |
| By Discretionary | ||
| Discretionary | 892 | 321.8 |
| Non-Discretionary | 99 | 15.3 |
| Total | 991 | 337.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 337.2 | |
| Total | 991 | 337.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001906967] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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✚
|
NJ | 339.0 M |
|
Lewis Financial Management LLC
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Mine & ARAO Wealth Creation and Management LLC
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CA | 338.1 M |
|
LENK Ladner Investment Solutions LLC
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MA | 337.3 M |
|
Vestura LLC
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WI | 336.7 M |
|
Journey Financial Group Inc
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IL | 336.5 M |
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Agate Pass Investment Management LLC
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WA | 336.0 M |
|
Peachtree Investment Partners LLC
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335.8 M | |
|
First Dallas Securities Inc
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TX | 335.7 M |
|
Apricus Wealth LLC
✚
|
SC | 335.7 M |