LOS ANGELES, CACRD 300856Latest ADV April 30, 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 April 30, 2026, reports $17.3B in regulatory assets under management, 96 employees, 3 offices, and 12,528 accounts.
Assets Under Management
$17.3B
Employees
96
Offices
3 offices
Total Clients
970
Primary office
LOS ANGELES, CA
2121 AVENUE OF THE STARS, LOS ANGELES, CA, United States
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
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$17.3Bas of April 30, 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.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$17.3B
Total Accounts12,528
10Y AUM Change+$17.3B
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%)
* 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.