Evanson Financial, LLC
● SEC registered since 2026CRD 340506SEC# 801-135448
Reg. AUM
$5.85B
Employees
6
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 6 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 6 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, monthlyOct '26
How this firm compares
Regulatory AUMTop 12%
Larger than 88% of 16,389 advisers
EmployeesTop 56%
More than 44% of 16,799 advisers
Assets under management
$5.85Bregulatory AUM
Discretionary $5.81BNon-discretionary $39.5M