Evanson Asset Management, LLC
CRD 135188SEC# 801-64387
No longer SEC-registered. Evanson Asset Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$5.91B
Employees
6
Accounts
4,333
Location
—
Evanson Asset Management, LLC assets under management
Evanson Asset Management, LLC is an SEC-registered investment adviser. It reports $5.9 billion in regulatory assets under management and employs 6 people.
Evanson Asset Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Bell Sherwood | Alternate Designated Officer | Under 5% | 2022 |
| Kimberly Lynn Adams Control | Chief Compliance Officer | Under 5% | 2023 |
| Steven Edward Evanson Control | Managing Member | Over 75% | 2005 |
Frequently asked questions
How much does Evanson Asset Management, LLC manage?
Evanson Asset Management, LLC reports $5.9 billion in regulatory assets under management on its Form ADV.
How many employees does Evanson Asset Management, LLC have?
Evanson Asset Management, LLC reports 6 employees.
Does Evanson Asset Management, LLC disclose fund performance?
Evanson Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Office hours | 8:00 a.m. To 4:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$5.91B▲ 15%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 12%
Larger than 88% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$5.91Bregulatory AUM
Discretionary $5.87BNon-discretionary $40.2M