EV Capital Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
The firm provides portfolio management, financial planning, and general consulting services for a range of clients, including individuals, trusts, estates, and business entities. Consulting is offered under a subscription arrangement that includes ongoing access, a monthly catch‑up meeting, and a periodic market‑commentary newsletter.
Investment decisions are implemented on a discretionary basis and built around strategic asset allocation, periodic rebalancing, and ongoing monitoring. The firm uses multiple analytical approaches — including charting, fundamental and technical analysis, cyclical and economic reviews — and may utilize equities, fixed income, ETFs and options as part of its strategies while disclosing that investment results are not guaranteed.
Noteworthy distinctions include the firm’s explicit use of subscription‑based consulting and hourly‑billed financial planning in addition to more typical asset‑based management arrangements, giving clients alternative engagement models uncommon among peer investment managers. The firm is newly registered, operates with a single advisor and no assets under management at the time of the brochure, and discloses that the principal’s significant outside employment and other business activities may limit availability during market hours — considerations prospective clients may wish to evaluate.
Client services
Financial planning
Portfolio management
Consulting
Expertise
Active portfolio management
Options & derivatives strategies
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
$10,000 - $250,000: 1.25% $250,000 - $500,000: 1.00% $500,000 - $1,000,000: 0.85% $1,000,000 - $5,000,000: 0.65% Over $5,000,000+: 0.50%
Financial Planning fees billed at $50 per hour
Account minimum: $10,000 (may be waived or reduced at the Firm’s sole discretion) Fee-only: Financial Planning billed at $50 per hour; first one-hour consultation free; Consulting subscription fee $25 per month
Main office location
EV Capital Management LLC
Kew Gardens NY, United States
Number of offices
1
Most active in
EV Capital Management LLC has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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
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