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, individual-owned registered investment adviser that began SEC registration in 2023. The firm serves primarily individual and family clients and charges fees based on a percentage of assets under management. Its stated advisory services focus on financial planning and discretionary portfolio management for individuals and small businesses. The firm reports it does not act as a capital allocator and does not market itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Osman Arain
Owner, Investment Advisor RepresentativeCRD 2629717
Nicole Kustok
Founding PartnerCRD 4567538
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 24Active vs passive
$86.4M in ETFs
99%
$85.3M
<1%
$1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $43.4M | 56,963 | 50.29% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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