Evidence Advisors Investment Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$51,999,359
Clients
88
Advisors
2
of 2 employees
About
Evidence Advisors Investment Management is a small registered investment adviser managing roughly $78 million for about 88 clients with two advisors. The firm provides discretionary asset management, financial planning and consulting, and retirement-plan advisory services (including ERISA 3(21) and 3(38) roles) to individuals, high-net-worth clients, trusts, and qualified retirement plans.
The firm follows an evidence-based investment process that emphasizes passively managed or index-fund portfolios built using academic research and Modern Portfolio Theory, supplemented by fundamental, technical and cyclical analysis as appropriate. It documents strategies with written investment policy statements, conducts periodic rebalancing and quarterly/annual reviews, and offers participant education and plan-level monitoring for retirement clients.
A distinguishing feature is that the firm’s principals are licensed insurance agents and may recommend and sell insurance products (disclosed as a potential conflict and reported to account for roughly 5% of each adviser’s time). Another notable operational detail is the combination of fiduciary 3(38) discretionary plan-management capability with advisers who maintain other professional practices (one adviser also operates a separate CPA/tax-preparation business), which affects how services and time are allocated.
Client services
Expertise
Occupation focus
Fee options
$1,200 - $12,000
Up to 1.00% annually
Commissions from sale of insurance products in addition to advisory fees
$300/hour
Main office
7 Upper Balcones Road
Boerne TX 78006
Advisors at this office
2
Most active in
Texas
Also doing business as
Evidence Advisors · Evidence Advisors Investment Management · Evidence Advisors, 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Forms ADV
Quick links
Advisors at this firm
Terry T
Series 63, Series 65
Boerne, TX
Evidence Advisors Investment Management
Terry Thill is a financial advisor with Evidence Advisors Investment Management in Boerne, TX, holding Series 63 and Series 65 licenses and 23 years of industry experience. He previously worked at Cetera Advisor Networks LLC for five years before joining Evidence Advisors in 2018. Outside of advising, he is an active CPA tax preparer and consultant, serves as financial committee chairman for Hope Church, and is involved in high school wrestling as a referee and treasurer for the Alamo Area Wrestling Officials Association. Evidence Advisors Investment Management provides discretionary investment management, financial planning, and qualified retirement plan advisory services to individuals, trusts, foundations, corporations, small businesses, and plan sponsors. The firm employs an evidence-based investment process emphasizing passive/index fund portfolios and offers both ERISA 3(21) advisory services and discretionary 3(38) plan fiduciary management.
Wyatt M
CFP®, Series 63, Series 65
Boerne, TX
Evidence Advisors Investment Management
Wyatt Moerdyk is a CFP® with 22 years of industry experience, currently serving as an advisor at Evidence Advisors Investment Management since 2016. He is also licensed to sell life, annuities, and long-term care insurance. Evidence Advisors Investment Management is a small registered investment adviser managing approximately $78 million for about 88 clients. The firm provides discretionary asset management, financial planning, and retirement-plan advisory services using an evidence-based investment approach centered on passively managed portfolios and supported by academic research and Modern Portfolio Theory.
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