Creed Evans Financial Advisory, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Creed Evans Financial Advisory, LLC offers investment management and integrated financial planning, providing continuous discretionary portfolio supervision, separately managed account (SMA) selection, and project-based consultations. The firm describes a broad service set that includes personalized investment advice, ongoing portfolio monitoring and rebalancing, and due diligence on outside managers.
The adviser constructs portfolios using a mix of passive and active approaches across equities, fixed income, mutual funds, ETFs, alternatives and private investments, and applies fundamental, technical and quantitative analysis supported by third‑party research. Services are delivered on a discretionary basis for managed accounts, and the firm also provides fee‑for‑service consultations and SMA oversight when appropriate.
Noteworthy for a firm with a modest asset base, the brochure indicates a wide and atypical client scope for its category — naming potential relationships with banks and thrift institutions, insurance companies, pension plans, state and municipal governments, charitable organizations, other advisers, corporate entities, sovereign wealth funds, and both non‑HNW and high‑net‑worth individuals. The firm also emphasizes access to private funds and manager selection services, a written Code of Ethics, and formal policies for custody, cybersecurity and client reporting.
Client services
Expertise
Fee options
Fixed or flat fees determined based on scope of work; negotiable and may be billed on a one-time or annual basis.
$0 - $250,000: 1.20% annually $250,001 - $1,000,000: 0.95% annually $1,000,001 - $5,000,000: 0.80% annually $5,000,001+: 0.65% annually
Hourly rate ranges from $75 to $150 per hour for consultation services.
Account minimum: $50,000 Fee-only: Fee only; no commissions or other compensation received by the firm except advisory fees.
Main office
Marion VA
Advisors at this office
1
Most active in
Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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