EVOADVISORS

Legal name: EVOLUTION ADVISERS, INC.

CRD 149615File 801-110783

APPROVED

Retail clients

Filing as of Apr 28, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$337.2M

Below cohort median (national)

Discretionary AUM

$321.8M

Non-discretionary $15.3M

Clients

168

991 accounts

Employees

Below cohort median in VA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: PLRO
Registration date: Jul 10, 2017
Principal office: 2917 WEST LEIGH STREET, RICHMOND, VA, 23230
Phone: 804-794-1981
Website: HTTP://WWW.EVOADVISERS.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $337.2M
Discretionary AUM: $321.8M
Non-discretionary AUM: $15.3M
Discretionary accounts: 892
Non-discretionary accounts: 99
Total accounts: 991
AUM per client: $2.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	1	$368K
High net worth individuals	96	$300.6M
Individuals (other than high net worth individuals)	71	$36.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees

Advisory activities

Financial planning services
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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Feb 1, 2026	Employees	8	7	decreased by1
Feb 1, 2026	Clients	164	168	increased by4
Feb 1, 2026	AUM	$270,996,007	$337,176,397	increased by$66,180,390
Feb 1, 2026	Accounts	1,357	991	decreased by366
May 1, 2025 vs Oct 1, 2022	Employees	6	8	increased by2
May 1, 2025 vs Oct 1, 2022	Clients	126	164	increased by38
May 1, 2025 vs Oct 1, 2022	AUM	$184,826,380	$270,996,007	increased by$86,169,627
May 1, 2025 vs Oct 1, 2022	Accounts	662	1,357	increased by695
Feb 1, 2022	Clients	121	126	increased by5
Feb 1, 2022	AUM	$171,668,911	$184,826,380	increased by$13,157,469
Feb 1, 2022	Accounts	690	662	decreased by28
Aug 1, 2021	Clients	137	121	decreased by16
Aug 1, 2021	AUM	$227,888,295	$171,668,911	decreased by$56,219,384
Aug 1, 2021	Accounts	137	690	increased by553
Apr 1, 2021	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “EVOADVISORS” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“EVOADVISORS” 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.