Evoadvisors
Evoadvisors is an SEC-registered wealth manager in Richmond, VA with $337.2M assets under management (AUM, regulatory AUM), +24% over one year. See who owns Evoadvisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 149615, SEC 801-110783, data through 2026-04-28.
- AUM (assets under management / regulatory AUM)
- $337.2M (2026-04-28)
- Firm type
- Wealth Manager
- Location
- Richmond, VA
- Employees
- 7
- Clients
- 168
- CRD
- 149615
- Ownership
- OBRIEN, DAVID, JOHN; CLAIR, JOHN, BENJAMIN
How much AUM does Evoadvisors have?
Evoadvisors reported $337.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-28).
Who owns Evoadvisors?
Disclosed owners and executives of Evoadvisors include OBRIEN, DAVID, JOHN, CLAIR, JOHN, BENJAMIN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.