Evident Financial

Evident Financial (AllStreet Financial, LLC, doing business as Evident Financial) is a small advisory firm with a three-advisor team that manages roughly $150 million in discretionary assets for about 79 clients. The firm serves individuals, trusts, estates, charitable organizations, foundations, retirement plans and other business entities, offering ongoing discretionary investment management, financial planning via an online client portal, tax optimization and tax-loss harvesting, retirement plan consulting, and project-based general consulting.

The firm’s investment process is grounded in Modern Portfolio Theory and uses a blend of passive and active strategies with both strategic and tactical asset-allocation decisions, emphasizing cost and tax efficiency. Accounts are managed on a discretionary basis, reviewed at least annually or after major events, and trading and custody are conducted through Charles Schwab, which the firm requires for accounts it manages.

Distinctive features noted in the brochure include a recent transition to SEC registration in 2026 after passing the regulatory threshold and a recent leadership change, and the firm’s structure as a wholly owned subsidiary of Evident Holding Company, LLC. Operational policies that differ from many peers include a typical $500,000 relationship minimum that may be waived, a requirement that clients use the designated custodian for management, a practice of leaving proxy voting to clients rather than voting on their behalf, and a written acknowledgement of fiduciary status when advising retirement accounts.