Leo H. Evart, Inc.
● SEC registered since 1992CRD 110263SEC# 801-42861Redwood City, CA
Reg. AUM
$269.9M
Employees
3
Accounts
732
Location
Redwood City, CA
Leo H. Evart, Inc. assets under management
Leo H. Evart, Inc. is a registered investment adviser overseen by the SEC based in Redwood City, CA. The firm has been registered since 1992. It reports $269.9 million in regulatory assets under management and employs 3 people.
Leo H. Evart, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Derek Michael Hobbs | President/Chief Compliance Officer | Over 75% | 2021 |
Frequently asked questions
How much does Leo H. Evart, Inc. manage?
Leo H. Evart, Inc. reports $269.9 million in regulatory assets under management on its Form ADV.
How many employees does Leo H. Evart, Inc. have?
Leo H. Evart, Inc. reports 3 employees.
Where is Leo H. Evart, Inc. located?
Leo H. Evart, Inc. is based in Redwood City, CA and has been SEC-registered since 1992.
Does Leo H. Evart, Inc. disclose fund performance?
Leo H. Evart, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3 Lagoon Drive, Suite 155, Redwood City, CA 94065 |
| Phone | (650) 802-0342 |
| Fax | (650) 887-2976 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1920405 |
| Discloses disciplinary history | No |
Regulatory AUM
$269.9M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$269.9Mregulatory AUM
Discretionary $269.9M