David Bell Sherwood
Alternate Designated OfficerEvanson Asset Management, LLCCRD 5126928
About David Bell Sherwood
David Bell Sherwood is listed as Alternate Designated Officer at Evanson Asset Management, LLC. Form ADV reports a beneficial ownership band of Under 5%. David Bell Sherwood is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Evanson Asset Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does David Bell Sherwood work?
David Bell Sherwood is listed as Alternate Designated Officer at Evanson Asset Management, LLC on SEC Form ADV.
How much of Evanson Asset Management, LLC does David Bell Sherwood own?
Form ADV reports a beneficial ownership band of Under 5%.
Evanson Asset Management, LLC
| Title | Alternate Designated Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2022 |
Evanson Financial, LLC
| Title | Owner, Investment Advisor Representative |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2026 |