Evans Financial Services Group, Inc.
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 335764
- Registered since
- June 25, 2026
Firm profile
FINTRXOverview
Evans Financial Services Group, Inc. is organized as a corporation with individual ownership. The firm is listed as an SEC-registered adviser with a registration year recorded as 2026 and is classified as "Unclassified" in the snapshot data. The profile indicates the adviser does not identify as a capital allocator and is not flagged as an active ESG investor or a multi-state adviser. Documented fields for client segments, fee structure, business activities and advisory services are blank in the available record, which leaves the firm's target markets and service model unspecified.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Nash Huntington Evans
CEOCRD 7867170
Contacts
3 of 4
Tracie Okeefe
FinOpCRD 5924814

Timothy Costello
Compliance ConsultantCRD 7092108

Christopher Paolino
FinOpCRD 5707178
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Dallas, TX
Dallas
Location
Dallas, TX
Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 4925 Greenville Ave
- Time zone
- CT (UTC-6)
- Office locations
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