EVANS INVESTMENT ADVISORS, L.L.C.

Overview

Evans Investment Advisors, L.L.C. is an independent, individual-owned registered investment adviser that runs a client-facing wealth management practice with a clear equity tilt. The firm acts as a capital allocator: it manages discretionary portfolios, constructs separately managed account (SMA) strategies, and selects third-party advisers when appropriate. Advisory services emphasize financial planning and portfolio management for individuals, families and small institutions, supported by fee structures that include a percentage of AUM alongside hourly and fixed-fee engagements. Investment activity centers on public market equity exposure delivered primarily through exchange-traded vehicles and SMA structures. The firm is not an active ESG investor and does not claim multi-state adviser status. Its business model places weight on direct portfolio management for private clients while supplementing portfolios with third-party mutual funds, corporate debt and annuity solutions as needed.

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Public Holdings

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Location & Offices