Overview

Headquarters
Bellevue, WA
Total Firm Assets
$683 million
Average High-Net-Worth Client Portfolio Size
$2.9 million
Stated Minimum Account Size
$100,000

Fee Disclosure

Source: EVANS CAPITAL MANAGEMENT ASSOCIATES ADV BROCHURE (2026-07-02) · View brochure text

MinMaxDisclosed Annual Rate
$0 $500,000 2.00%
$500,001 $1,000,000 1.50%
$1,000,001 $2,000,000 1.00%
$2,000,001 and above 0.50%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $17,500 1.75%
$5 million $42,500 0.85%
$10 million $67,500 0.68%
$50 million $267,500 0.54%
$100 million $517,500 0.52%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
84.13%
Number of High-Net-Worth Clients
198
Total Client Accounts
989
Discretionary Accounts
82
Non-Discretionary Accounts
907

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting

Regulatory Filings

SEC CRD Number
110699
  • EVANS CAPITAL MANAGEMENT ASSOCIATES ADV BROCHURE (2026-07-02) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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