← Directory
EVANS CAPITAL MANAGEMENT ASSOCIATES
Legal name: R.L. EVANS CO. INC.
CRD 110699File 801-111918
APPROVED
Retail clients
Custody
Filing as of Sep 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$682.6M
Above cohort median (national)
Discretionary AUM
$23.6M
Non-discretionary $659.0M
Clients
431
989 accounts
Employees
3
Above cohort median in WA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Oct 31, 2017
- Principal office
- 3535 FACTORIA BLVD SE, SUITE 120, BELLEVUE, WA, 98006
- Phone
- 425-455-0501
- Website
- HTTP://WWW.RLEVANSCO.NET
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $682.6M
- Discretionary AUM
- $23.6M
- Non-discretionary AUM
- $659.0M
- Discretionary accounts
- 82
- Non-discretionary accounts
- 907
- Total accounts
- 989
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 198 | $574.3M |
| Pension and profit sharing plans | 12 | $62.6M |
| Individuals (other than high net worth individuals) | 221 | $45.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 1, 2026 | Clients | 435 | 431 | decreased by4 |
| Aug 1, 2026 | AUM | $544,995,366 | $682,588,885 | increased by$137,593,519 |
| Aug 1, 2026 | Accounts | 1,040 | 989 | decreased by51 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 4 | 3 | decreased by1 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 489 | 435 | decreased by54 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $463,884,633 | $544,995,366 | increased by$81,110,733 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 1,028 | 1,040 | increased by12 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 3 | 4 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 402 | 489 | increased by87 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $253,722,000 | $463,884,633 | increased by$210,162,633 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 803 | 1,028 | increased by225 |
| Aug 1, 2022 | Clients | 355 | 402 | increased by47 |
| Aug 1, 2022 | AUM | $269,252,000 | $253,722,000 | decreased by$15,530,000 |
| Aug 1, 2022 | Accounts | 738 | 803 | increased by65 |
| Aug 1, 2021 | Clients | 301 | 355 | increased by54 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “EVANS CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“EVANS CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.