Evolution Advisers, Inc.
● SEC registered since 2017CRD 149615SEC# 801-110783Richmond, VA
Reg. AUM
$337.2M
Employees
7
Accounts
991
Location
Richmond, VA
Evolution Advisers, Inc. assets under management
Evolution Advisers, Inc. is a registered investment adviser overseen by the SEC based in Richmond, VA. The firm has been registered since 2017. It reports $337.2 million in regulatory assets under management and employs 7 people.
Evolution Advisers, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David John Obrien Control | Principal | 50-75% | 2016 |
| David John Obrien Control | Chief Compliance Officer | 50-75% | 2016 |
| John Benjamin Clair Control | Principal | 50-75% | 2009 |
Frequently asked questions
How much does Evolution Advisers, Inc. manage?
Evolution Advisers, Inc. reports $337.2 million in regulatory assets under management on its Form ADV.
How many employees does Evolution Advisers, Inc. have?
Evolution Advisers, Inc. reports 7 employees.
Where is Evolution Advisers, Inc. located?
Evolution Advisers, Inc. is based in Richmond, VA and has been SEC-registered since 2017.
Does Evolution Advisers, Inc. disclose fund performance?
Evolution Advisers, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2917 West Leigh Street, Richmond, VA 23230 |
| Phone | 804-794-1981 |
| Fax | 804 379-7646 |
| Office hours | 9 a.m. - 5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$337.2M▲ 24%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 59%
Larger than 41% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$337.2Mregulatory AUM
Discretionary $321.8MNon-discretionary $15.3M