Evans Financial Services Group, Inc.

Broker-DealerFINRA MemberEst. 2026
Total AUM
—
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Dallas, Texas
CRD number
335764
Registered since
June 25, 2026

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Nash Huntington Evans

    CEOCRD 7867170

Contacts

3 of 4
  • Samuel Fleischman

    Samuel Fleischman

    Senior Compliance ProfessionalCRD 1860709

  • Christopher Paolino

    Christopher Paolino

    FinOpCRD 5707178

  • Tracie Okeefe

    Tracie Okeefe

    FinOpCRD 5924814

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth