Firm profile

Evoke Advisors

LOS ANGELES, CACRD 300856Registration Status: ApprovedEffective since May 13, 2019SEC # 801-115290Latest ADV July 10, 2026

Evoke Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Los Angeles, CA. Its latest Form ADV filing, dated July 10, 2026, reports $17.3B in regulatory assets under management, 96 employees, 5 offices, and 12,528 accounts.

Assets Under Management
$17.3B
Employees
96
Offices
5 offices
Total Clients
970

Associated firm names

5 names listed
  • EVOKE
  • THOMAS ROAD CAPITAL, LLC
  • EVOKE WEALTH, LLC
  • EVOKE WEALTH

Leadership

3 roles identified
CEOJane F. Eagle
CCOBrian H. Waters
CFOJane F. Eagle

Advisory services offered

8 types reported
Educational seminars/workshops
Financial Planning Services
Pension consulting services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Other fee arrangements

Offices & Contact

Primary office

LOS ANGELES, California, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

California

LOS ANGELESPrimary office

Arizona

SCOTTSDALE

Texas

DALLAS

3 office records listed · 5 total offices reported. 2 additional office addresses are undisclosed and are not mapped. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$17.3Bas of July 10, 2026
Discretionary83.4%
$14.4B
83% of total RAUM83.4%
Non-discretionary16.6%
$2.9B
17% of total RAUM16.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Client Coverage Demographics

Top client segmentHNWI represent 90.1% of total clients.
Top client categories% of clientsClients
1
HNWI
90.1%
874
2
Charitable
3.0%
29
3
Pooled Investment Vehicles
2.4%
23
4
Pension Plans
2.1%
20
5
GUILDS & ASSOCIATIONS
1.9%
18
Categories with <5 clients
Corporations or other businesses not listed above<5 clients

Assets under management Growth by Quarter

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

Total AUM$17.3B
Total Accounts12,528
10Y AUM Change+$17.3B

Private Funds

Private funds reported by Evoke Advisors

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Employee Growth by Quarter

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

Total Employees96
Clients per Employee10:1
10Y Employee Change+76 (+380.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.


Ownership

Reported direct and indirect ownership ranges

Each range applies to a separate reported relationship and should not be added together.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%
EVOKE INTERMEDIATE, LLCDirect owner · Schedule AInterest in EVOKE ADVISORS
75%+
DAVID CHIH HOUDirect owner · Schedule AInterest in EVOKE ADVISORS
< 5%
MARK ELLIOTT SEARDirect owner · Schedule AInterest in EVOKE ADVISORS
< 5%
ALEX NMN SHAHIDIDirect owner · Schedule AInterest in EVOKE ADVISORS
< 5%
DAMIEN ADAM BISSERIERDirect owner · Schedule AInterest in EVOKE ADVISORS
< 5%
ERIC SCOTT BRIGHTDirect owner · Schedule AInterest in EVOKE ADVISORS
< 5%
DARELL LEONARD KRASNOFFDirect owner · Schedule AInterest in EVOKE ADVISORS
< 5%
ANDREW DOUGLAS PALMERDirect owner · Schedule AInterest in EVOKE ADVISORS
< 5%
MAI CAPITAL MANAGEMENT, LLCIndirect owner · Schedule BInterest in EVOKE INTERMEDIATE, LLC
75%+
MAI CAPITAL MANAGEMENT INTERMEDIATE LLCIndirect owner · Schedule BInterest in MAI CAPITAL MANAGEMENT, LLC
75%+
MAI FINANCE HOLDINGS LLCIndirect owner · Schedule BInterest in MAI CAPITAL MANAGEMENT INTERMEDIATE LLC
75%+
MAI INTERMEDIATE FINANCE HOLDINGS LLCIndirect owner · Schedule BInterest in MAI FINANCE HOLDINGS LLC
75%+
RUNWAY ACQUISITION INCIndirect owner · Schedule BInterest in MAI CAPITAL MANAGEMENT HOLDINGS LLC
75%+
RUNWAY ACQUISITION INTERMEDIATE INCIndirect owner · Schedule BInterest in RUNWAY ACQUISITION INC
75%+
RUNWAY ACQUISITION HOLDINGS LLCIndirect owner · Schedule BInterest in RUNWAY ACQUISITION INTERMEDIATE INC
75%+
RUNWAY HOLDINGS TOPCO LPIndirect owner · Schedule BInterest in RUNWAY ACQUISITION HOLDINGS LLC
75%+
CARLYLE PARTNERS VIII HOLDINGS VI, LPIndirect owner · Schedule BInterest in RUNWAY HOLDINGS TOPCO LP
50% to < 75%
RUNWAY ROLLOVER AGGREGATOR LLCIndirect owner · Schedule BInterest in RUNWAY HOLDINGS TOPCO LP
25% to < 50%
CARLYLE PARTNERS VIII LPIndirect owner · Schedule BInterest in CARLYLE PARTNERS VIII HOLDINGS VI, LP
25% to < 50%
CARLYLE RUNWAY COINVESTMENT LPIndirect owner · Schedule BInterest in CARLYLE PARTNERS VIII HOLDINGS VI, LP
25% to < 50%

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Evoke Advisors.

Reported ownership and control details

Form ADV · Filing date 2026-07-10 · Schedules A and B

23 entries
#Owner / person & roleInterest in entityReported interestControl personTitle / status acquiredSource
1DAVID CHIH HOUMANAGING MEMBERIndividualEVOKE ADVISORSLess than 5%Code NAYesMANAGING MEMBER05/2019Schedule APDF page 122
2MARK ELLIOTT SEARMANAGING MEMBERIndividualEVOKE ADVISORSLess than 5%Code NAYesMANAGING MEMBER05/2020Schedule APDF page 122
3JANE FRANCES EAGLEPRESIDENT AND CHIEF FINANCIAL OFFICERIndividualEVOKE ADVISORSLess than 5%Code NANoPRESIDENT AND CHIEF FINANCIAL OFFICER09/2020Schedule APDF page 122
4ALEX NMN SHAHIDIMANAGING MEMBERIndividualEVOKE ADVISORSLess than 5%Code NAYesMANAGING MEMBER05/2020Schedule APDF page 122
5DAMIEN ADAM BISSERIERMANAGING PARTNERIndividualEVOKE ADVISORSLess than 5%Code NAYesMANAGING PARTNER05/2020Schedule APDF page 122
6ERIC SCOTT BRIGHTMANAGING PARTNERIndividualEVOKE ADVISORSLess than 5%Code NAYesMANAGING PARTNER09/2020Schedule APDF page 122
7DARELL LEONARD KRASNOFFMANAGING PARTNERIndividualEVOKE ADVISORSLess than 5%Code NAYesMANAGING PARTNER09/2020Schedule APDF page 122
8ANDREW DOUGLAS PALMERMANAGING PARTNERIndividualEVOKE ADVISORSLess than 5%Code NAYesMANAGING PARTNER09/2020Schedule APDF page 122
9BRIAN HANCOCK WATERSCHIEF COMPLIANCE OFFICER AND GENERAL COUNSELIndividualEVOKE ADVISORSLess than 5%Code NAYesCHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL02/2024Schedule APDF page 122
10EVOKE INTERMEDIATE, LLCMANAGING MEMBERDomestic entityEVOKE ADVISORS75% or moreCode EYesMANAGING MEMBER10/2025Schedule APDF page 122
11MAI CAPITAL MANAGEMENT, LLCMEMBERDomestic entityEVOKE INTERMEDIATE, LLC75% or moreCode EYesMEMBER11/2025Schedule BPDF page 123
12MAI CAPITAL MANAGEMENT INTERMEDIATE LLCMEMBERDomestic entityMAI CAPITAL MANAGEMENT, LLC75% or moreCode EYesMEMBER09/2021Schedule BPDF page 123
13MAI FINANCE HOLDINGS LLCMEMBERDomestic entityMAI CAPITAL MANAGEMENT INTERMEDIATE LLC75% or moreCode EYesMEMBER09/2024Schedule BPDF page 123
14MAI INTERMEDIATE FINANCE HOLDINGS LLCMEMBERDomestic entityMAI FINANCE HOLDINGS LLC75% or moreCode EYesMEMBER09/2024Schedule BPDF page 123
15MAI CAPITAL MANAGEMENT HOLDINGS LLCMEMBERDomestic entityMAI INTERMEDIATE FINANCE HOLDINGS LLCPercentage not specifiedCode FYesMEMBER09/2024Schedule BPDF page 123
16RUNWAY ACQUISITION INCSHAREHOLDERDomestic entityMAI CAPITAL MANAGEMENT HOLDINGS LLC75% or moreCode EYesSHAREHOLDER06/2026Schedule BPDF page 123
17RUNWAY ACQUISITION INTERMEDIATE INCSHAREHOLDERDomestic entityRUNWAY ACQUISITION INC75% or moreCode EYesSHAREHOLDER06/2026Schedule BPDF page 123
18RUNWAY ACQUISITION HOLDINGS LLCMEMBERDomestic entityRUNWAY ACQUISITION INTERMEDIATE INC75% or moreCode EYesMEMBER06/2026Schedule BPDF page 123
19RUNWAY HOLDINGS TOPCO LPMEMBERDomestic entityRUNWAY ACQUISITION HOLDINGS LLC75% or moreCode EYesMEMBER06/2026Schedule BPDF page 123
20RUNWAY ROLLOVER AGGREGATOR LLCMEMBERDomestic entityRUNWAY HOLDINGS TOPCO LP25% to less than 50%Code CYesMEMBER06/2026Schedule BPDF page 123
21CARLYLE PARTNERS VIII HOLDINGS VI, LPMEMBERDomestic entityRUNWAY HOLDINGS TOPCO LP50% to less than 75%Code DYesMEMBER06/2026Schedule BPDF page 123
22CARLYLE PARTNERS VIII LPMEMBERDomestic entityCARLYLE PARTNERS VIII HOLDINGS VI, LP25% to less than 50%Code CYesMEMBER06/2026Schedule BPDF page 123
23CARLYLE RUNWAY COINVESTMENT LPMEMBERDomestic entityCARLYLE PARTNERS VIII HOLDINGS VI, LP25% to less than 50%Code CYesMEMBER06/2026Schedule BPDF page 123

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 7/10/2026 10:51:36 AM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No

In the past ten years, have you or any advisory affiliate:

  • A1Been convicted of or pleaded guilty or no contest to a felony?No
  • A2Been charged with a felony?No
BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

  • B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
  • B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

  • C1Found you or an advisory affiliate made a false statement or omission?No
  • C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
  • C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

  • D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
  • D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
  • D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

  • E1Found you or an advisory affiliate made a false statement or omission?No
  • E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
  • E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
  • FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
  • GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

  • H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
  • H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
  • H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

  • H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* 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.