Evan Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Evan Capital provides discretionary investment advice and portfolio management to individuals, small businesses, corporations, and charitable funds. The firm is a small advisory practice with two advisors managing roughly $13.7 million across about 25 client accounts and generally operates on an asset-based management arrangement with custody through a major custodian.
The firm employs a data-driven, quantitative and rules-based approach that emphasizes exchange-traded funds and equities, with tactical allocations that can include REITs, MLPs, commodities, and investment-grade bonds depending on the program. Its program lineup includes a Core set of tactical growth and growth-and-income strategies and a Disruptive Innovation Program focused on high-growth secular themes via ETFs; Evan Capital conducts company-level due diligence and manages client accounts on a discretionary basis.
A distinctive aspect of the firm is that a principal is also an owner and manager of a separately registered commodity pool operator and commodity trading advisor, registered with the Commodity Futures Trading Commission and a member of the National Futures Association, which is a rare affiliation for firms of this size. The firm does not participate in wrap fee programs and states it does not charge performance-based incentive fees, which may be relevant when comparing its compensation and product structure to peers.
Client services
Expertise
Fee options
$0+: 0.50% per annum for Core Programs $0+: 1.0% per annum for Disruptive Innovation Program
Main office
1800 Bering Drive, Suite 730
Houston TX 77057
Advisors at this office
2
Most active in
Texas
Also doing business as
Evan Capital · Evan Capital LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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
Advisors at this firm
Daniel B
Series 65
Houston, TX
Evan Capital
Daniel Blum is a financial advisor at Evan Capital with 11 years of industry experience and holds a Series 65 designation. His prior roles include leadership positions at Caneel Consulting, LLC, TRE Lodging Investors, LLC, and Glenhaven Capital LLC. He serves on the board of the Cholangiocarcinoma Foundation as chair of the investment committee and is involved in multiple real estate and lodging investment ventures. Evan Capital provides discretionary investment advice and portfolio management to individuals, small businesses, corporations, and charitable funds. The firm uses a data-driven, quantitative, and rules-based approach focused on exchange-traded funds and equities, with tactical allocations that may include REITs, MLPs, commodities, and investment-grade bonds.
Michael M
Series 65
Houston, TX
Evan Capital
Michael Mann is a financial advisor at Evan Capital with a Series 65 designation and eight years of industry experience. He is also a practicing physician in Houston, TX, serving as co-owner and physician at Southampton Medical and Wellness of Houston, PLLC, and working with American Physician Partners. Additionally, Dr. Mann serves as an advisory board member for the University of Houston College of Nursing Nurse Managed Telehealth Clinic. Evan Capital provides discretionary investment advice and portfolio management to individuals, small businesses, corporations, and charitable funds. The firm uses a data-driven, quantitative, and rules-based approach, focusing on ETFs and equities with tactical allocations across various asset classes and manages accounts on a discretionary basis.
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