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EVANS INVESTMENT ADVISORS, L.L.C.
CRD 147000File 801-69405
APPROVED
Retail clients
Filing as of Mar 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$390.7M
Below cohort median (national)
Discretionary AUM
$382.4M
Non-discretionary $8.4M
Clients
508
800 accounts
Employees
5
Above cohort median in LA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jul 31, 2008
- Principal office
- 6713 PERKINS ROAD, BATON ROUGE, LA, 70808
- Phone
- 225-761-7870
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $390.7M
- Discretionary AUM
- $382.4M
- Non-discretionary AUM
- $8.4M
- Discretionary accounts
- 790
- Non-discretionary accounts
- 10
- Total accounts
- 800
- AUM per client
- $769K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 42 | $21.4M |
| Charitable organizations | Fewer than 5 | $10.0M |
| High net worth individuals | 281 | $321.1M |
| Pension and profit sharing plans | Fewer than 5 | $4.2M |
| Individuals (other than high net worth individuals) | 180 | $34.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- 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.

