A complete list of active advisors currently associated with Evans Capital Management Associates

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

Evans Capital Management Associates provides investment and advisory services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts and estates, charitable organizations, and business entities. Its service menu includes discretionary and non‑discretionary portfolio management, asset allocation, financial planning and consulting, pension consulting and family office/wealth planning. The firm tailors investment advice to each client's objectives and uses a mix of fundamental and technical analysis with strategies that range from long‑term purchases to short‑term trading and tactical rebalancing. Advisors monitor accounts on an ongoing basis, offer both discretionary authority and client‑approved transaction execution, and disclose tax considerations and expanded risk guidance (including potential tariff‑related impacts). A distinctive feature disclosed in the brochure is that persons providing investment advice on behalf of the firm are licensed independent insurance agents who may earn commission compensation for insurance sales in addition to advisory fees, a practice the firm identifies as a potential conflict of interest. The firm also offers family‑office style services (estate planning and trustee oversight, integrated tax and lifestyle management) and, in limited circumstances, may serve as trustee or use standing letters of authorization while maintaining controls intended to meet SEC custody guidance; the brochure reports the firm manages approximately $545 million in client assets across discretionary and non‑discretionary accounts.

To learn more about the advisors currently working at Evans Capital Management Associates, 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.