Overview
Assets Under Management: $290 million
Headquarters: BATON ROUGE, LA
High-Net-Worth Clients: 261
Average Client Assets: $997,764
Frequently Asked Questions
EVANS INVESTMENT ADVISORS, L.L.C. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #147000), EVANS INVESTMENT ADVISORS, L.L.C. is subject to fiduciary duty under federal law.
EVANS INVESTMENT ADVISORS, L.L.C. is headquartered in BATON ROUGE, LA.
EVANS INVESTMENT ADVISORS, L.L.C. serves 261 high-net-worth clients according to their SEC filing dated March 28, 2024. View client details ↓
According to their SEC Form ADV, EVANS INVESTMENT ADVISORS, L.L.C. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
EVANS INVESTMENT ADVISORS, L.L.C. manages $290 million in client assets according to their SEC filing dated March 28, 2024.
According to their SEC Form ADV, EVANS INVESTMENT ADVISORS, L.L.C. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 261
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.76
Average High-Net-Worth Client Assets: $997,764
Total Client Accounts: 708
Discretionary Accounts: 692
Non-Discretionary Accounts: 16
Regulatory Filings
CRD Number: 147000
Last Filing Date: 2024-03-28 00:00:00
Website: https://eia-br.com