Evans Capital Management Associates
Evans Capital Management Associates is an SEC-registered wealth manager in Bellevue, WA with $545.0M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Evans Capital Management Associates: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 110699, SEC 801-111918, data through 2026-03-03.
- AUM (assets under management / regulatory AUM)
- $545.0M (2026-03-03)
- Firm type
- Wealth Manager
- Location
- Bellevue, WA
- Employees
- 3
- Clients
- 435
- CRD
- 110699
- Ownership
- EVANS, RICHARD, LLOYD; EVANS, DALLAS, JOHN; EVANS, DOUGLAS, LLOYD; EVANS FINANCIAL SERVICES LLC; Harwood, Marjorie
How much AUM does Evans Capital Management Associates have?
Evans Capital Management Associates reported $545.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-03).
Who owns Evans Capital Management Associates?
Disclosed owners and executives of Evans Capital Management Associates include EVANS, RICHARD, LLOYD, EVANS, DALLAS, JOHN, EVANS, DOUGLAS, LLOYD, EVANS FINANCIAL SERVICES LLC, Harwood, Marjorie. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.