Evanson Financial, LLC
● SEC registered since 2026CRD 340506SEC# 801-135448
Reg. AUM
$5.85B
Employees
10
Accounts
4,304
Location
—
Evanson Financial, LLC assets under management
Evanson Financial, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2026. It reports $5.8 billion in regulatory assets under management and employs 10 people.
Evanson Financial, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Bell Sherwood Control | Owner, Investment Advisor Representative | Over 75% | 2026 |
| Kimberly Lynn Adams Control | Chief Compliance Officer | Under 5% | 2026 |
Frequently asked questions
How much does Evanson Financial, LLC manage?
Evanson Financial, LLC reports $5.8 billion in regulatory assets under management on its Form ADV.
How many employees does Evanson Financial, LLC have?
Evanson Financial, LLC reports 10 employees.
Does Evanson Financial, LLC disclose fund performance?
Evanson Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 831-333-2060 |
| Office hours | 8:00 a.m. - 4:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$5.85BNo change
Apr '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 12%
Larger than 88% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$5.85Bregulatory AUM
Discretionary $5.81BNon-discretionary $39.5M