Evans Investment Advisors, L.L.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$355,176,854
Clients
461
Advisors
3
of 5 employees
About
Evans Investment Advisors provides personalized financial planning and investment management to individuals (including high‑net‑worth households), pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses. The firm delivers services on both discretionary and nondiscretionary bases, offers hourly or fixed‑fee planning engagements, and may engage third‑party asset managers for portions of client portfolios.
Investment strategy centers on strategic asset allocation using a core‑and‑satellite model built primarily from mutual funds and ETFs with global diversification; security analysis can include charting and cyclical techniques. The firm manages most client assets on a discretionary basis and performs documented quarterly reviews and compliance oversight to align portfolios with written investment policy statements.
Noteworthy for a small advisory team, the firm reports managing a substantial asset base across roughly 800 accounts, and its advisory staff hold professional credentials such as CFP and CPA. The brochure discloses affiliations with a broker‑dealer and recommended custodians that provide institutional services; some employees are also registered representatives and may receive commission or insurance compensation, a potential conflict the firm says it monitors through policies and supervisory reviews.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees generally range between $500 and $5,000, negotiable.
$0 - $250,000: 1.25% $250,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $3,000,000: 0.60% $3,000,001 - $5,000,000: 0.50% $5,000,001+: 0.45%
Some employees are registered representatives of Osaic Wealth, Inc. and may earn commissions from securities transactions and insurance product sales.
Hourly planning engagements at $250 per hour.
Fee-only: Financial planning: $250 per hour; fixed fees range between $500 and $5,000, negotiable; Retainer Agreements with negotiable annual fees; Investment Management Agreement fees are negotiable.
Main office
6713 Perkins Rd
Baton Rouge LA 70808
Advisors at this office
3
Most active in
Louisiana · Mississippi · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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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.
Advisors at this firm
Barton E
CFP®, Series 66
Baton Rouge, LA
Evans Investment Advisors, L.L.C.
Barton Evans is a CFP® with 24 years of experience in the financial industry. He is a managing member of BTE Wealth Management, LLC and serves on the boards of the Louisiana Wildlife & Fisheries Foundation and the Henderson Island Hunting Club. He has been with Evans Investment Advisors, LLC since 2010 and previously worked at Osaic Wealth, Inc. and FSC Securities Corp. Evans Investment Advisors, LLC provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation through a core-and-satellite approach, utilizing no-load and low-load mutual funds and ETFs, supplemented by individual stocks and bonds when appropriate.
Christopher N
Series 66
Baton Rouge, LA
Evans Investment Advisors, L.L.C.
Christopher Naquin is an advisor at Evans Investment Advisors, L.L.C. with four years of industry experience. He holds the Series 66 designation and has worked previously at OSAIC and FSC Securities Corporation. Outside of his advisory role, he owns and operates Wayfinder CPA LLC, a firm providing bookkeeping, payroll, and tax services. Evans Investment Advisors offers personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation through a core-and-satellite approach, utilizing primarily no-load or low-load mutual funds and ETFs, and provides both discretionary and non-discretionary portfolio management.
Gregory E
CFP®, Series 63, Series 65
Baton Rouge, LA
Evans Investment Advisors, L.L.C.
Gregory Evans is a financial advisor with Evans Investment Advisors, L.L.C. in Baton Rouge, LA, holding the CFP® designation and Series 63 and 65 licenses. He has 41 years of industry experience, including prior roles at FSC Securities Corporation and OSAIC. Outside of advisory work, he is a licensed insurance agent and part owner of an LLC that owns the office building leased by his firm. Evans Investment Advisors, LLC provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation using a core-and-satellite approach with primarily no-load or low-load mutual funds and ETFs, supplemented by individual securities when appropriate.
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