← Directory
EVANS CAPITAL MANAGEMENT ASSOCIATES
Legal name: R.L. EVANS CO. INC.
CRD 110699File 801-111918
APPROVED
Retail clients
Custody
Filing as of Jul 2, 2026
Feed vintage Aug 17, 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.COM
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.

