EVP Capital Advisors, LLC

Overview

EVP Capital Advisors, LLC operates as an independent registered investment adviser serving individual and family clients. The firm functions as a capital allocator, blending discretionary portfolio management with financial planning and periodic use of external managers. Its stated advisory activities include portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers — indicating a readiness to outsource niche strategies or specialist sleeves when appropriate. Investment preferences are equity‑tilted, with a clear emphasis on exchange‑traded instruments. EVP Capital Advisors charges clients based on a percentage of assets under management and also uses fixed‑fee arrangements. The firm does not position itself as an active ESG investor and is not configured as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices