EVOADVISORS

Legal name: EVOLUTION ADVISERS, INC.

CRD 149615File 801-110783

APPROVED

Retail clients

Filing as of Apr 28, 2026

Feed vintage Aug 17, 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: https://www.youtube.com/channel/UC9TR-QRiRpkTgEDvYY4ayHw/videos?view=0&sort=da

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
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.