# Evidence Wealth

Evidence Wealth is a Bank / Wealth / Trust based in Bryan, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Bryan, United States
- **Region:** North America
- **Address:** Bryan, TX, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** evidencewealth.com
- **LinkedIn:** https://www.linkedin.com/company/evidence-wealth

## Regulatory record

- **CRD number:** 314767
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/314767

## About

Evidence Wealth was founded in 2019 and operates from Bryan, Texas. The firm is structured as a fee-only registered investment advisor (RIA), acting as a fiduciary on all client accounts. It serves individual families, trusts, charitable entities, and closely held businesses, primarily within the Brazos Valley region. Its investment approach centers on evidence-based portfolio construction using low-cost ETFs and mutual funds. The firm builds globally diversified allocations tilted toward factors such as value, size, and profitability. Portfolios are customized for tax sensitivity, with the firm emphasizing asset location and municipal bond ladders for its higher-income client base. The firm does not participate in private markets, direct deals, or fund commitments, reflecting a liquid-public-markets mandate. Geographic concentration remains heavy in Texas, with client relationships spanning College Station, Bryan, and the northern Houston suburbs. The practice is scaled to a lean team of advisors and support staff. It maintains an open-architecture custody relationship, commonly with Charles Schwab or Fidelity, rather than operating its own trust company. No adjacent philanthropic foundations, club memberships, or alternative investment vehicles have been disclosed by the firm. Structurally, Evidence Wealth differentiates as a flat-fee fiduciary shop in a market dominated by commission-based and bank-affiliated advisors. The RIA wrapper means the firm cannot sell proprietary products or receive placement fees, which shapes a sourcing model built entirely on local referral networks — attorneys, CPAs, and existing clients — rather than cold outreach or corporate relocations.

## Questions

### Who typically becomes a client of Evidence Wealth?

The firm's client base consists largely of local families, trusts, charitable organizations, and small business owners across the Bryan-College Station area and northern Houston suburbs. Clients tend to seek an advisor who can coordinate investment management with tax and estate planning guidance. The practice does not publicly disclose a specific asset minimum for new relationships.

### Does Evidence Wealth invest in private equity, venture capital, or hedge funds?

No. The firm maintains a liquid-public-markets mandate, building portfolios from low-cost index funds and ETFs. It does not participate in private-market fund commitments, direct co-investments, or alternative asset classes outside the listed equity and fixed-income universe.

### What investment philosophy drives the firm's portfolio decisions?

Evidence Wealth follows an evidence-based, factor-tilted approach rooted in academic research on market returns. Portfolios are globally diversified and overweight factors such as value, size, and profitability. The firm customizes each portfolio for tax efficiency, often using municipal bonds and asset-location strategies to reduce tax drag for its higher-income clients.

## Related profiles

- [Evestia Financial](https://altss.com/profile/evestia-financial)
- [Evjue Foundation](https://altss.com/profile/evjue-foundation)

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Last updated: 2026-06-03T20:00:00.000Z

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