Evensky & Katz, LLC
● SEC registered since 2001CRD 109698SEC# 801-60104Coral Gables, FL
Reg. AUM
$3.21B
Employees
44
Accounts
5,801
Location
Coral Gables, FL
About Evensky & Katz
Evensky & Katz is a long-standing wealth management firm of professional fiduciaries focused on planning so clients can live well. It also has corporate advantage offerings alongside personal wealth relationships.
Summary based on the firm’s website.
Evensky & Katz, LLC assets under management
Evensky & Katz, LLC operates as an SEC-registered investment adviser based in Coral Gables, FL. The firm has been registered since 2001. It reports $3.2 billion in regulatory assets under management and employs 44 people.
Evensky & Katz, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brett David Horowitz Control | Wealth Manager | 10-25% | 2014 |
| David Lee Garcia Control | Management Committee Member | 5-10% | 2014 |
| David Samuel Evensky Control | Management Committee Member | 10-25% | 2014 |
| John Ryan Salter | Wealth Manager | 5-10% | 2020 |
| Kathryn Jean Salter Control | Management Committee Member, Chief Financial Officer | Under 5% | 2019 |
| Lane McMaster Jones Control | Management Committee Member, Chief Investment Officer | 10-25% | 2014 |
| Matthew A McGrath Control | Management Committee Member, Managing Partner | 10-25% | 2014 |
| Rebecca A Judd | Chief Compliance Officer | Under 5% | 2026 |
| Taylor Milton Gang Control | Management Committee Member | 5-10% | 2014 |
Frequently asked questions
How much does Evensky & Katz, LLC manage?
Evensky & Katz, LLC reports $3.2 billion in regulatory assets under management on its Form ADV.
How many employees does Evensky & Katz, LLC have?
Evensky & Katz, LLC reports 44 employees.
Where is Evensky & Katz, LLC located?
Evensky & Katz, LLC is based in Coral Gables, FL and has been SEC-registered since 2001.
Does Evensky & Katz, LLC disclose fund performance?
Evensky & Katz, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4000 Ponce de Leon Boulevard, Suite 850, Coral Gables, FL 33146 |
| Phone | 305-448-8882 |
| Fax | 305-448-1326 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1357867 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$3.21B▲ 2%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 17%
Larger than 83% of 16,369 advisers
EmployeesTop 13%
More than 87% of 16,804 advisers
Assets under management
$3.21Bregulatory AUM
Discretionary $3.21B