Evoadvisors
Firm details
- Headquarters
- Richmond, Virginia
- CRD number
- 149615
- Registered since
- July 10, 2017
- Website
- evoadvisers.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Fixed Fees
- Client types
- HNWI89.15%
- Individuals10.74%
- Charitable Organizations0.11%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Evoadvisors is an independent registered investment adviser organized as a corporation and registered with the SEC in 2017. The firm is privately owned by an individual and serves both individual/family and institutional clients. Its core advisory offerings are financial planning and portfolio management for individuals and small businesses, delivered on a fixed-fee basis. Evoadvisors does not identify as an active ESG investor and is not listed as a multi-state adviser; it also does not operate as a capital allocator.
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
- Public Funds/Mutual Funds91%
- Cash & Cash Equivalents5%
- Exchange Traded Equities3%
Contacts
3 of 5
David Obrien
Co-FounderCRD 4776650
Johanna Mussro
Financial PlannerCRD 6336821
John Clair
Co-Founder and PrincipalCRD 5523158
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 90Active vs passive
$283M in ETFs
99%
$280M
1%
$2.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $43.9M | 616,125 | 15.53% |
Location
Richmond, VA
Henrico
Location
Richmond, VA
Headquartered in Richmond, VA, in the South of the United States.
- Region
- South
- County
- Henrico
- Address
- 2917 W Leigh St
- Time zone
- ET (UTC-5)
- Office locations
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