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EVT FINANCIAL ADVISORS
Legal name: EVT FINANCIAL ADVISORS AG
CRD 155268File 801-71927
APPROVED
Retail clients
Filing as of May 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$498.9M
Above cohort median (national)
Discretionary AUM
$412.7M
Non-discretionary $86.2M
Clients
124
124 accounts
Employees
4
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Oct 25, 2010
- Principal office
- STOCKERSTRASSE 43, ZURICH, 8002
- Phone
- +41 44 204 20 50
- Website
- HTTP://WWW.EVTFA.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $498.9M
- Discretionary AUM
- $412.7M
- Non-discretionary AUM
- $86.2M
- Discretionary accounts
- 102
- Non-discretionary accounts
- 22
- Total accounts
- 124
- AUM per client
- $4.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 82 | $473.1M |
| Individuals (other than high net worth individuals) | 42 | $25.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- 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.