Evoadvisers is an SEC registered investment adviser organized as a corporation with a primary office location in Richmond, VA. Its latest Form ADV filing, dated April 28, 2026, reports $337M in regulatory assets under management, 7 employees, and 991 accounts.
Assets Under Management
$337M
Employees
7
Offices
--
Total Clients
168
Primary office
RICHMOND, VA
2917 WEST LEIGH STREET, RICHMOND, VA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 57.1% of total clients.
Top client categories% of clientsClients
1
HNWI
57.1%
96
2
Individuals
42.3%
71
3
Charitable
0.6%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$337Mas of April 28, 2026
Discretionary95.5%
$322M
95% of total RAUM95.5%
Non-discretionary4.5%
$15M
5% of total RAUM4.5%
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.
Total AUM$337M
Total Accounts991
10Y AUM Change+$219M (+186.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee24:1
10Y Employee Change+2 (+40.0%)
* 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.