Evansbrook Capital Management
Firm details
- Headquarters
- ,
- CRD number
- 327916
- Registered since
- September 19, 2023
- Website
- evansbrook.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI96.65%
- Individuals3.35%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Evansbrook Capital Management is an independent registered investment adviser organized as an LLC and registered with the SEC in 2023. Ownership is held by an individual and the firm focuses on private clients—individuals and families—offering fee-based portfolio management and financial planning. Services emphasize managing portfolios for individuals and small businesses; the firm does not identify itself as a capital allocator and is not flagged as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Contacts
2 of 2
Nicole Kustok
Founding PartnerCRD 4567538
Osman Arain
Owner, Investment Advisor RepresentativeCRD 2629717
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 21Active vs passive
$73.9M in ETFs
99%
$73.2M
1%
$739K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $38.1M | 58,578 | 51.53% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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