EVAN CAPITAL

Overview

Evan Capital is a small, fee-based advisory firm focused on managing portfolios for individuals and small businesses. The firm runs a discretionary model, primarily allocating client assets into pooled public funds rather than building portfolios from many individual securities. Its client base is individual and family-oriented, and it charges a percentage-of-AUM advisory fee. The firm also lists an industry affiliation with CPO/CTA activity, which suggests it has visibility into or access to commodity-related strategy providers, though Evan Capital does not position itself as a capital allocator or manager of third‑party funds. Investment behavior favors simplicity and liquidity: public mutual funds make up the vast majority of assets, indicating a preference for diversified, manager-led exposures. Evan Capital does not identify as an active ESG investor and is not registered as a multi-state adviser. The business model centers on direct portfolio management for a limited client roster rather than institutional or pension consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices