Evansbrook Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm serves individual clients—including high‑net‑worth clients—families, trusts, estates, businesses, charities, and retirement plans. It provides discretionary investment management, custom portfolio construction, and qualified plan consulting, offering both plan‑level and participant‑level advisory services depending on client needs.
Investment decisions are guided by a strategic, diversified asset‑allocation framework implemented through a proprietary methodology and ongoing rebalancing. The firm uses a wide range of analytical approaches (macroeconomic, fundamental, quantitative, qualitative, technical and cyclical) and may employ options strategies and limited margin (generally up to about 10% in exceptional circumstances) as part of portfolio management; most client accounts are managed on a discretionary basis.
What is distinctive is the firm’s scale relative to its small advisory team—managing over $225 million with two advisors—and the principals’ institutional portfolio‑management backgrounds and advanced credentials (including a CFA charter). The firm also documents its ability to serve as an ERISA fiduciary (including potential 3(38) plan roles), discloses that one principal holds an insurance license and may receive commissions (with a signed conflict‑of‑interest disclosure for clients), uses a major institutional custodian relationship for execution and support services, and reports no disciplinary history.
Client services
Expertise
Fee options
$0 - $1,000,000: 0.85% $1,000,001 - $5,000,000: 0.65% $5,000,001 - $10,000,000: 0.60% $10,000,001+: Negotiated
Main office
Bolingbrook IL
Advisors at this office
2
Most active in
California · Colorado · Illinois · Michigan · Minnesota · New Hampshire · Texas
Also doing business as
Evansbrook Capital Management · Evansbrook 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 not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Nicole K
Series 66
Bolingbrook, IL
Evansbrook Capital Management
Nicole Kustok is a financial advisor at Evansbrook Capital Management with six years of industry experience. She holds a Series 66 designation and has worked at Romano Brothers and Company, Madison Capital Funding, and Sharmac Capital Funding. Kustok has been with Evansbrook Capital Management since 2023. Evansbrook Capital Management serves individual clients, families, trusts, estates, businesses, charities, and retirement plans, providing discretionary investment management, custom portfolio construction, and qualified plan consulting. The firm uses a strategic, diversified asset-allocation framework supported by various analytical approaches and manages over $225 million with a small advisory team.
Osman A
CFA®, Series 63, Series 65
Bolingbrook, IL
Evansbrook Capital Management
Osman Arain is a financial advisor at Evansbrook Capital Management with 10 years of industry experience. He holds the CFA® charter and Series 63 and 65 licenses. Prior to joining Evansbrook, he worked at Romano Brothers, PNC Wealth Management, and Beacon Global Asset Management. Evansbrook Capital Management serves individual clients, families, trusts, estates, businesses, charities, and retirement plans, providing discretionary investment management and custom portfolio construction guided by a strategic, diversified asset-allocation framework. The firm manages over $225 million with a small advisory team and employs a range of analytical approaches and portfolio management strategies.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)