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 and appears on SEC records with a registration year of 2026. Ownership is listed as an individual owner and the firm’s regulatory classification is recorded as unclassified. The firm’s profile provides very limited detail about its advisory services, client types, fee structure, or day-to-day business activities. The available data flags several negative responses: the firm is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, is not a pension consultant, and it does not appear to be a related adviser to another firm. Those attributes, together with the sparse disclosure of advisory activities, suggest either a very small-scale operation or an entity that has not yet begun typical wealth-management activities at scale.
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
Samuel Fleischman
Senior Compliance ProfessionalCRD 1860709

Christopher Paolino
FinOpCRD 5707178

Tracie Okeefe
FinOpCRD 5924814
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
- 6708 Park Ln
- Time zone
- CT (UTC-6)
- Office locations
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