Bank / Wealth / TrustRIA · CRD 110699SEC-Registered

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Evans Capital Management Associates

Evans Capital Management Associates is an SEC-registered investment adviser in Bellevue, WA, registered since 2017. The firm manages $545 million in assets,...

Evans Capital Management Associates logo

Evans Capital Management Associates

Evans Capital Management Associates is an SEC-registered investment adviser in Bellevue, WA, registered since 2017. The firm manages $545 million in assets, with $481 million on a discretionary basis. It has 3 employees and 3 investment advisers.

General information

Firm type

Bank / Wealth / Trust

Year founded

2017

Location

Region

North America

Country

United States

City

Bellevue

Corporate office

Bellevue, WA, United States

Sector focus

retirement planningestate conservationinsurancefinancial planning

Frequently asked questions

Who runs Evans Capital Management Associates?

Leadership is not publicly disclosed. The firm's website, rlevansco.net, contains no team or principal information, and no regulatory filings or press mentions name an individual. This is atypical even for small wealth managers.

What is Evans Capital Management Associates' investment strategy?

The firm has published no information about its strategy, asset allocation, or investment vehicles. Without a public ADV or website disclosure, there is no basis to describe whether it manages discretionary portfolios, operates as a fund-of-funds, or makes direct investments.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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