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EVANSON FINANCIAL, LLC DBA EVANSON ASSET MANAGEMENT
Legal name: EVANSON FINANCIAL, LLC
CRD 340506File 801-135448
APPROVED
Retail clients
Filing as of May 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$5.85B
Top 25% of cohort (national)
Discretionary AUM
$5.81B
Non-discretionary $39.5M
Clients
980
4,304 accounts
Employees
10
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Mar 2, 2026
- Principal office
- Not reported
- Phone
- 831-333-2060
- Website
- HTTPS://WWW.EVANSONASSET.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.85B
- Discretionary AUM
- $5.81B
- Non-discretionary AUM
- $39.5M
- Discretionary accounts
- 4,297
- Non-discretionary accounts
- 7
- Total accounts
- 4,304
- AUM per client
- $6.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 2 | $21.8M |
| Charitable organizations | 6 | $19.3M |
| High net worth individuals | 847 | $5.74B |
| Individuals (other than high net worth individuals) | 125 | $68.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
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 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.