EVANS INVESTMENT ADVISORS, L.L.C.
Adviser information for EVANS INVESTMENT ADVISORS, L.L.C. last updated from Form ADV on March 28th, 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 | Louisiana, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 4 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 692 | $279.5M |
| Non-Discretionary | 16 | $10.2M |
| Total | 708 | $289.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 165 | $28.9M |
| HNW Individuals | 252 | $228.7M |
| 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 | 5 | $4.9M |
| Charitable organizations | <5 | $9.1M |
| 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 | 37 | $18.0M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 462 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-69405 |
|---|---|
| SEC ERA File Number | 801-69405 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 147000 |
| Legal Entity Identifier | None |
Principal Office
6713 PERKINS ROADBATON ROUGE
LA
United States
Monday - Friday, 8:00 - 5:00
Tel: 225-761-7870, Fax: 225-761-8581
Websites
Chief Compliance Officer
FOX FORD
6713 PERKINS ROAD
BATON ROUGE
LA
United States
Tel:
225-761-7870
Fax:
225-761-8581
F**@*********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, GREGORY, WADE | Individual | – | MANAGING MEMBER | 03/2008 | > 75% |
| EVANS, BARTON, THOMAS | Individual | – | MANAGING MEMBER | 01/2011 | 10-25% |
| FORD, FOX, ARRINGTON | Individual | – | CCO | 01/2017 | < 5% |