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Evans Capital Management Associates

Updated today

Client AUM

$619,957,280

Clients

419

Advisors

4

of 4 employees

About

Evans Capital Management Associates provides investment advisory and planning services to a mix of individual clients (including high‑net‑worth individuals), pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio management (both discretionary and non‑discretionary), financial planning and consulting, pension consulting, and family office/wealth planning services, with advisory fees charged as a percentage of assets under management as disclosed in the brochure.

The firm tailors advice and asset allocation to each client’s objectives and risk tolerance and conducts ongoing monitoring and periodic reviews; it uses a range of methods including fundamental and technical analysis and may employ short‑term trading when suitable. Notably, the firm operates both discretionary and non‑discretionary programs and, as disclosed, manages the large majority of its assets on a non‑discretionary basis (roughly $23.6 million discretionary versus about $659 million non‑discretionary as of April 30, 2026) and also makes use of third‑party advisory programs in some client relationships.

A distinctive operational characteristic is that persons providing investment advice are also licensed insurance agents and may receive commission‑based compensation for selling insurance products, a practice the brochure identifies as a potential conflict of interest. The firm also reports a relatively small adviser headcount given its asset base and, in limited circumstances, a firm representative may serve as trustee for client‑created trusts—features that differentiate its service and governance profile from many peers.

Client services

Financial planning Portfolio management Pension consulting

Expertise

General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting

Occupation focus

Founder/Business Owner

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Fee options

Fixed

Annual retainer fees typically ranging from $1,000 to $10,000, payable quarterly in advance

Percentage

$0 - $500,000: 2.00% $500,001 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.00% $2,000,001+: 0.50%

Commissions

Certain persons providing advice are licensed insurance agents earning commissions from insurance sales separate from advisory fees

Project-based

$250 per hour for specific consulting services

Other

Account minimum: $100,000 Fee-only: Hourly rate of $250 per hour; Annual Retainer fixed fees ranging from $1,000 to $10,000

Main office

3535 Factoria Blvd SE, Suite 120

Bellevue WA 98006

Advisors at this office

4

Most active in

California · Idaho · Illinois · Minnesota · New Hampshire · Oregon · Texas · Washington

Also doing business as

Evans Capital Management Associates · Evans R L Co Inc · R.L. Evans Co. Inc.

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Cheryl H

CFP®, Series 65

Bellevue, WA

Evans Capital Management Associates

Cheryl Hansford is a financial advisor at Evans Capital Management Associates in Bellevue, WA, holding CFP® and Series 65 credentials with five years of industry experience. Prior to joining Evans Capital in 2020, she worked in hospitality and travel sectors, including Kimpton Hotels & Restaurants and TCS World Travel. Outside of advising, she is a self-employed notary and is involved with the Inglemoor Cooperative Preschool. Evans Capital Management Associates provides investment advisory and planning services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm offers tailored portfolio management and financial planning using a combination of fundamental and technical analysis, with an emphasis on non-discretionary asset management.

General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner
user avatar

Brian L

CFP®, Series 63, Series 65

Bellevue, WA

Evans Capital Management Associates

Brian Leach is a CERTIFIED FINANCIAL PLANNER™ professional with 24 years of experience in the industry. He has been with Evans Capital Management Associates since 1993 and previously worked at Purshe Kaplan Sterling Investments for nine years. Outside of his advisory role, Leach serves as a notary and acts as co-trustee for a revocable living trust. Evans Capital Management Associates provides investment advisory and planning services to individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm offers customized portfolio management, financial planning, and family office services, employing both discretionary and non-discretionary approaches with ongoing monitoring based on clients’ objectives and risk tolerance.

General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner
user avatar

Justin E

Series 65

Bellevue, WA

Evans Capital Management Associates

Justin Evans is a financial advisor at Evans Capital Management Associates in Bellevue, WA, holding a Series 65 designation. He has one year of industry experience and previously worked at Mahaffey Enterprises, Inc., Pahlisch Homes, McKinstry, Wood, PLC, Apollo Mechanical, and Chicago Bridge & Iron. Evans Capital Management Associates provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm customizes advice and asset allocation based on client objectives and risk tolerance, managing assets through both discretionary and largely non-discretionary programs.

General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner
user avatar

Dallas E

CFP®, ChFC®, Series 63, Series 65

Bellevue, WA

Evans Capital Management Associates

Dallas Evans is a CFP® and ChFC® with 41 years of industry experience. He is a partner at Evans Capital Management Associates and previously worked at Purshe Kaplan Sterling Investments for nine years. Outside of his advisory role, he serves as a board member for the Brava Homeowners' Association and acts as a trustee for a private trust. Evans Capital Management Associates provides investment advisory and planning services to individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized portfolio management, financial planning, and pension consulting, with a focus on tailoring advice and asset allocation to each client’s objectives and risk tolerance.

General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner
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