EVOADVISERS
EVOLUTION ADVISERS, INC. Legal Name
Adviser information for EVOADVISERS last updated from Form ADV on February 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Virginia, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 6 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 822 | $228.5M |
| Non-Discretionary | 17 | $3.2M |
| Total | 839 | $231.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 88 | $40.1M |
| HNW Individuals | 72 | $189.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 2 | $1.8M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 1 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | Fixed fees |
Principal Office
2917 WEST LEIGH STREETRICHMOND
VA
United States
Monday - Friday, 9 AM - 5PM
Tel: 804-794-1981, Fax: 804 379-7646
Chief Compliance Officer
DAVID J. O'BRIEN
PRINCIPAL
2917 WEST LEIGH STREET
RICHMOND
VA
United States
Tel:
804-794-1981
Fax:
804-379-7646
D******@**************M
(Full email address available in API data)
Regulatory Contact
JOHN B. CLAIR
PRINCIPAL
2917 WEST LEIGH STREET
RICHMOND
VA
United States
Tel:
804 794-1981
J*****@**************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CLAIR, JOHN, BENJAMIN | Individual | – | PRINCIPAL | 02/2009 | 50-75% |
| OBRIEN, DAVID, JOHN | Individual | – | PRINCIPAL | 04/2016 | 50-75% |
| OBRIEN, DAVID, JOHN | Individual | – | CHIEF COMPLIANCE OFFICER | 04/2016 | 50-75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 26th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ABBOTT LABS | COM | 0 | 8 | – |
| ABBVIE INC | COM | 1 | 8 | – |
| ACCENTURE PLC IRELAND | SHS CLASS A | 64 | 214 | – |
| ACUSHNET HLDGS CORP | COM | 6 | 103 | – |
| ADOBE INC | COM | 66 | 119 | – |
| ALPHABET INC | CAP STK CL A | 246 | 1K | – |
| ALPHABET INC | CAP STK CL C | 115 | 628 | – |
| ALTRIA GROUP INC | COM | 12 | 273 | – |
| AMAZON COM INC | COM | 150 | 781 | – |
| AMERICAN WTR WKS CO INC NEW | COM | 10 | 80 | – |
| AMGEN INC | COM | 62 | 200 | – |
| APPLE INC | COM | 1K | 6K | – |
| ARES CAPITAL CORP | COM | 6 | 304 | – |
| AT&T INC | COM | 11 | 580 | – |
| AUTOMATIC DATA PROCESSING IN | COM | 42 | 176 | – |
| BANK AMERICA CORP | COM | 4 | 124 | – |
| BAXTER INTL INC | COM | 3 | 100 | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 371 | 912 | – |
| BROADCOM INC | COM | 72 | 45 | – |
| CALIFORNIA RES CORP | COM STOCK | 6 | 113 | – |
| CAPITAL ONE FINL CORP | COM | 64 | 464 | – |
| CARMAX INC | COM | 3 | 43 | – |
| CARRIER GLOBAL CORPORATION | COM | 0 | 8 | – |
| CHEVRON CORP NEW | COM | 20 | 132 | – |
| CHURCH & DWIGHT CO INC | COM | 31 | 300 | – |
| CINTAS CORP | COM | 31 | 45 | – |
| CISCO SYS INC | COM | 68 | 1K | – |
| COCA COLA CO | COM | 0 | 10 | – |
| CONSTELLATION ENERGY CORP | COM | 46 | 231 | – |
| COSTCO WHSL CORP NEW | COM | 30 | 36 | – |
| CURTISS WRIGHT CORP | COM | 94 | 350 | – |
| DANAHER CORPORATION | COM | 12 | 50 | – |
| DELTA AIR LINES INC DEL | COM NEW | 36 | 759 | – |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 2 | 105 | – |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 3 | 118 | – |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 537 | 17K | – |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 63 | 2K | – |
| DISCOVER FINL SVCS | COM | 1 | 10 | – |
| DISNEY WALT CO | COM | 27 | 275 | – |
| DOLLAR TREE INC | COM | 0 | 5 | – |
| DOMINION ENERGY INC | COM | 95 | 2K | – |
| EA SERIES TRUST | FREEDOM 100 EM | 0 | 23 | – |
| EATON CORP PLC | SHS | 47 | 150 | – |
| ELEVANCE HEALTH INC | COM | 127 | 236 | – |
| ETFIS SER TR I | VIRTUS NEWFLEET | 0 | 17 | – |
| EXELON CORP | COM | 25 | 745 | – |
| EXTRA SPACE STORAGE INC | COM | 7 | 50 | – |
| EXXON MOBIL CORP | COM | 555 | 5K | – |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 0 | 17 | – |
| FIRST TR EXCHANGE-TRADED FD | WTR ETF | 45 | 456 | – |
| FORD MTR CO DEL | COM | 8 | 700 | – |
| FORTINET INC | COM | 23 | 390 | – |
| FRANKLIN TEMPLETON ETF TR | INTL COR DIV TIL | 0 | 27 | – |
| GE AEROSPACE | COM NEW | 15 | 95 | – |
| GE VERNOVA INC | COM | 3 | 23 | – |
| GENERAL DYNAMICS CORP | COM | 0 | 2 | – |
| GENWORTH FINL INC | COM SHS | 248 | 41K | – |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 1 | 17 | – |
| GRAYSCALE BITCOIN TR BTC | SHS REP COM UT | 0 | 5 | – |
| HCA HEALTHCARE INC | COM | 28 | 88 | – |
| HERSHEY CO | COM | 69 | 379 | – |
| HOME DEPOT INC | COM | 155 | 452 | – |
| HONEYWELL INTL INC | COM | 28 | 135 | – |
| INGEVITY CORP | COM | 0 | 7 | – |
| INTEL CORP | COM | 12 | 391 | – |
| INTERNATIONAL BUSINESS MACHS | COM | 17 | 100 | – |
| INVESCO EXCHANGE TRADED FD T | LARGE CAP VALUE | 1K | 25K | – |
| INVESCO EXCHANGE TRADED FD T | S&P 500 GARP ETF | 1 | 18 | – |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | 64 | 569 | – |
| ISHARES INC | CORE MSCI EMKT | 16 | 300 | – |
| ISHARES TR | CORE S&P500 ETF | 62 | 114 | – |
| ISHARES TR | CORE S&P MCP ETF | 33 | 577 | – |
| ISHARES TR | CORE S&P SCP ETF | 47 | 444 | – |
| ISHARES TR | ESG AW MSCI EAFE | 51 | 650 | – |
| ISHARES TR | GLOBAL 100 ETF | 1 | 19 | – |
| ISHARES TR | MSCI INTL QUALTY | 0 | 22 | – |
| ISHARES TR | RUS 1000 VAL ETF | 12 | 71 | – |
| ISHARES TR | SELF DRIVNG EV | 0 | 5 | – |
| JACOBS SOLUTIONS INC | COM | 83 | 600 | – |
| JOHNSON & JOHNSON | COM | 60 | 411 | – |
| JPMORGAN CHASE & CO. | COM | 132 | 657 | – |
| KIMBERLY-CLARK CORP | COM | 276 | 2K | – |
| KINSALE CAP GROUP INC | COM | 76 | 199 | – |
| LISTED FD TR | ROUNDHILL BALL | 7 | 600 | – |
| LOCKHEED MARTIN CORP | COM | 61 | 132 | – |
| LOWES COS INC | COM | 102 | 463 | – |
| LUMINAR TECHNOLOGIES INC | COM CL A | 0 | 21 | – |
| MARKEL GROUP INC | COM | 114 | 72 | – |
| MASTERCARD INCORPORATED | CL A | 90 | 205 | – |
| MCDONALDS CORP | COM | 0 | 2 | – |
| MCKESSON CORP | COM | 48 | 83 | – |
| MICROSOFT CORP | COM | 180 | 403 | – |
| NIKE INC | CL B | 0 | 2 | – |
| NISOURCE INC | COM | 170 | 6K | – |
| NUSHARES ETF TR | NUVEEN ESG EMRGN | 1K | 47K | – |
| NUSHARES ETF TR | NUVEEN ESG INTL | 4K | 140K | – |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | 3K | 32K | – |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | 2K | 49K | – |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | 611 | 16K | – |
| NUSHARES ETF TR | NUVEEN ESG US | 1K | 58K | – |
| NUTRIEN LTD | COM | 44 | 867 | – |
| OLAPLEX HLDGS INC | COM | 0 | 10 | – |
| OLD REP INTL CORP | COM | 297 | 10K | – |
| ORACLE CORP | COM | 53 | 380 | – |
| OTIS WORLDWIDE CORP | COM | 0 | 4 | – |
| PAYCHEX INC | COM | 32 | 275 | – |
| PAYPAL HLDGS INC | COM | 0 | 2 | – |
| PEPSICO INC | COM | 89 | 542 | – |
| PHILIP MORRIS INTL INC | COM | 1 | 11 | – |
| PHILLIPS 66 | COM | 54 | 383 | – |
| PPL CORP | COM | 32 | 1K | – |
| PRICE T ROWE GROUP INC | COM | 82 | 712 | – |
| PRINCIPAL FINANCIAL GROUP IN | COM | 0 | 0 | – |
| PROASSURANCE CORP | COM | 0 | 0 | – |
| PROCTER AND GAMBLE CO | COM | 89 | 540 | – |
| RIVIAN AUTOMOTIVE INC | COM CL A | 3 | 256 | – |
| ROBLOX CORP | CL A | 0 | 10 | – |
| RTX CORPORATION | COM | 1 | 10 | – |
| SALESFORCE INC | COM | 12 | 50 | – |
| SCHLUMBERGER LTD | COM STK | 0 | 4 | – |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 137 | 5K | – |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 6 | 101 | – |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 0 | 7 | – |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 222 | 6K | – |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 0 | 7 | – |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 83 | 1K | – |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 1K | 19K | – |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 88 | 880 | – |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 108 | 1K | – |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 53 | 1K | – |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 236 | 5K | – |
| SEI INVTS CO | COM | 56 | 873 | – |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 1 | 8 | – |
| SHOPIFY INC | CL A | 0 | 5 | – |
| SPDR S&P 500 ETF TR | TR UNIT | 97 | 179 | – |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 28 | 54 | – |
| SPDR SER TR | PORTFOLIO S&P400 | 0 | 15 | – |
| STARBUCKS CORP | COM | 29 | 383 | – |
| STRYKER CORPORATION | COM | 102 | 300 | – |
| SYNCHRONY FINANCIAL | COM | 3 | 73 | – |
| TARGET CORP | COM | 21 | 142 | – |
| TELEDYNE TECHNOLOGIES INC | COM | 96 | 250 | – |
| TESLA INC | COM | 144 | 732 | – |
| THERMO FISHER SCIENTIFIC INC | COM | 88 | 160 | – |
| TOTALENERGIES SE | SPONSORED ADS | 28 | 424 | – |
| TRUIST FINL CORP | COM | 113 | 75K | – |
| UBER TECHNOLOGIES INC | COM | 11 | 163 | – |
| UNDER ARMOUR INC | CL C | 0 | 57 | – |
| UNILEVER PLC | SPON ADR NEW | 38 | 707 | – |
| UNION PAC CORP | COM | 497 | 2K | – |
| UNITED PARCEL SERVICE INC | CL B | 10 | 79 | – |
| UNITEDHEALTH GROUP INC | COM | 39 | 77 | – |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 0 | 0 | – |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | 0 | 0 | – |
| VANGUARD BD INDEX FDS | INTERMED TERM | 6K | 75K | – |
| VANGUARD BD INDEX FDS | LONG TERM BOND | 8K | 111K | – |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 14K | 179K | – |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 7 | 98 | – |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 20K | 412K | – |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 84 | 498 | – |
| VANGUARD INDEX FDS | GROWTH ETF | 26K | 70K | – |
| VANGUARD INDEX FDS | LARGE CAP ETF | 18 | 76 | – |
| VANGUARD INDEX FDS | MID CAP ETF | 37 | 155 | – |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 587 | 3K | – |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 1 | 20 | – |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 1K | 2K | – |
| VANGUARD INDEX FDS | SMALL CP ETF | 6K | 27K | – |
| VANGUARD INDEX FDS | TOTAL STK MKT | 161 | 32K | – |
| VANGUARD INDEX FDS | VALUE ETF | 20K | 124K | – |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 96 | 2K | – |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 10K | 231K | – |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 316 | 3K | – |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 981 | 20K | – |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 9K | 191K | – |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 344 | 4K | – |
| VANGUARD SCOTTSDALE FDS | TOTAL WLD BD ETF | 93 | 1K | – |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 1 | 10 | – |
| VANGUARD STAR FDS | VG TL INTL STK F | 351 | 6K | – |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 26K | 529K | – |
| VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | 0 | 15 | – |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 226 | 2K | – |
| VANGUARD WORLD FD | ESG US STK ETF | 19 | 199 | – |
| VERIZON COMMUNICATIONS INC | COM | 6 | 149 | – |
| VICTORY PORTFOLIOS II | VCSHS US EQ INCM | 1 | 27 | – |
| VISA INC | COM CL A | 100 | 381 | – |
| WALMART INC | COM | 234 | 3K | – |
| WARNER BROS DISCOVERY INC | COM SER A | 0 | 79 | – |
| WELLS FARGO CO NEW | COM | 402 | 7K | – |
| WESTROCK CO | COM | 0 | 16 | – |
| WILLIAMS SONOMA INC | COM | 18 | 66 | – |