EVIDENT FINANCIAL

RIASEC RegisteredEst. 2026

Total AUM

$150M

Discretionary

$150M

100% of AUM

Avg account

$706K

Accounts

212

Employees

Advisory reps

Firm details

Headquarters: ERIE, Pennsylvania
CRD number: 281661
Registered since: April 6, 2026
Website: www.evidentfinancial.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI62.3%
Pension & Profit Sharing Plans21.42%
Individuals11.6%
Charitable Organizations4.6%
Corporations / Businesses0.08%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Evident Financial is an independent registered investment adviser organized as an LLC. The firm is SEC-registered in 2026 and is owned by domestic individuals/entities. Its client base spans high-net-worth individuals and families as well as institutional and business clients. Compensation is delivered through a mix of percentage-of-AUM fees alongside hourly and fixed-fee arrangements. Advisory services emphasized on the ADV include financial planning, discretionary portfolio management for individuals/small businesses and for businesses or institutions, and pension consulting. The firm is not identified as an active ESG investor and does not report being a multi-state adviser or a related adviser. It also does not position itself as a capital allocator in the data provided.