EVANS WEALTH MANAGEMENT
STAN EVANS FINANCIAL PLANNING, LLC Legal Name
Adviser information for EVANS WEALTH MANAGEMENT last updated from Form ADV on February 12th, 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 | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Ohio, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| 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 | 665 | $122.0M |
| Non-Discretionary | 0 | $0 |
| Total | 665 | $122.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 665 | $122.0M |
| HNW Individuals | 0 | $0 |
| 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 | 0 | $0 |
| 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 | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPublication of periodicals or newslettersEducational seminars/workshops |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-127743 |
|---|---|
| SEC ERA File Number | 801-127743 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 164320 |
| Legal Entity Identifier | None |
Principal Office
300 SECOND AVENUESUITE D
GALLIPOLIS
OH
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 740-446-4200, Fax: 740-446-4230
Websites
Chief Compliance Officer
STANLEY K. EVANS
PRESIDENT
300 SECOND AVENUE
SUITE D
GALLIPOLIS
OH
United States
Tel:
740-446-4200
Fax:
740-446-4230
S***@*********************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 |
|---|---|---|---|---|---|
| EVANS, STANLEY, KENNETH | Individual | – | PRESIDENT, CHIEF COMPLIANCE OFFICER, AND MANAGING MEMBER | 04/2012 | > 75% |