A complete list of active advisors currently associated with Evan Capital

Warmer can help you find a great advisor at Evan Capital or one who fits your needs even better.

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.

To learn more about the advisors currently working at Evan Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.