Firm profile

EVANS INVESTMENT ADVISORS, L.L.C.

BATON ROUGE, LACRD 147000Latest ADV March 26, 2026

Evans Investment Advisors, L.L.C. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Baton Rouge, LA. Its latest Form ADV filing, dated March 26, 2026, reports $391M in regulatory assets under management, 5 employees, and 800 accounts.

Assets Under Management
$391M
Employees
5
Offices
--
Total Clients
508
Primary office
BATON ROUGE, LA
6713 PERKINS ROAD, BATON ROUGE, LA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOFox A. Ford

Advisory services offered

3 types reported
Financial Planning Services
Portfolio management for individuals and small businesses
Selection of other advisers

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentHNWI represent 55.3% of total clients.
Top client categories% of clientsClients
1
HNWI
55.3%
281
2
Individuals
35.4%
180
3
Corporations
8.3%
42
4
Charitable
0.6%
3
5
Pension Plans
0.4%
2
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$391Mas of March 26, 2026
Discretionary97.9%
$382M
98% of total RAUM97.9%
Non-discretionary2.1%
$8M
2% of total RAUM2.1%
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$391M
Total Accounts800
10Y AUM Change+$248M (+173.1%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees5
Clients per Employee102:1
10Y Employee Change+2 (+66.7%)

* 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.