Evans Capital Management Associates is an SEC registered investment adviser organized as a corporation with a primary office location in Bellevue, WA. Its latest Form ADV filing, dated March 3, 2026, reports $545M in regulatory assets under management, 3 employees, and 1,040 accounts.
Assets Under Management
$545M
Employees
3
Offices
--
Total Clients
435
Primary office
BELLEVUE, WA
3535 FACTORIA BLVD SE, SUITE 120, BELLEVUE, WA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 67.1% of total clients.
Top client categories% of clientsClients
1
Individuals
67.1%
292
2
HNWI
29.9%
130
3
Pension Plans
3.0%
13
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$545Mas of March 3, 2026
Discretionary88.2%
$481M
88% of total RAUM88.2%
Non-discretionary11.8%
$64M
12% of total RAUM11.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$545M
Total Accounts1,040
10Y AUM Change+$434M (+391.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee145:1
10Y Employee Change-1 (-25.0%)
* 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.