REDWOOD CITY, CACRD 110263Latest ADV March 19, 2026
Evart, Young & Hobbs Investment Management is an SEC registered investment adviser organized as a corporation with a primary office location in Redwood City, CA. Its latest Form ADV filing, dated March 19, 2026, reports $270M in regulatory assets under management, 3 employees, 1 office, and 732 accounts.
Assets Under Management
$270M
Employees
3
Offices
1 office
Total Clients
240
Primary office
REDWOOD CITY, CA
3 LAGOON DRIVE, SUITE 155, REDWOOD CITY, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 70.0% of total clients.
Top client categories% of clientsClients
1
Individuals
70.0%
168
2
HNWI
27.9%
67
3
Pension Plans
2.1%
5
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$270Mas of March 19, 2026
Discretionary100.0%
$270M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$270M
Total Accounts732
10Y AUM Change+$80M (+42.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee80:1
10Y Employee Change+1 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.