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EVOADVISORS

EVOLUTION ADVISERS, INC.

CRD 149615 · SEC 801-110783

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2917 WEST LEIGH STREET, RICHMOND, VA, 23230, United States

Phone

804-794-1981

Fax

804 379-7646

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$337.2M

Discretionary AUM

$321.8M

Team

7 total employees; 6 advisory reps; 1 broker-dealer reps

Clients

101-250

Fees

Fixed fees

Org form

Corporation

Filing date

2026-04-28

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals71$36.2M
High net worth individuals96$300.6M
Charitable organizations1$368K

States served

CO, NC, VA, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD