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
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 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently 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, monthlyJun '26
How this firm compares
Regulatory AUMTop 17%
Larger than 83% of 16,271 advisers
EmployeesTop 13%
More than 87% of 16,825 advisers
Assets under management
$3.21Bregulatory AUM
Discretionary $3.21B