Evt Financial Advisors is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated March 9, 2026, reports $499M in regulatory assets under management, 4 employees, and 124 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 66.1% of total clients.
Top client categories% of clientsClients
1
HNWI
66.1%
82
2
Individuals
33.9%
42
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$499Mas of March 9, 2026
Discretionary82.7%
$413M
83% of total RAUM82.7%
Non-discretionary17.3%
$86M
17% of total RAUM17.3%
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$499M
Total Accounts124
10Y AUM Change+$248M (+99.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee31:1
10Y Employee Change-1 (-20.0%)
* 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.