Evoke Financial Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$52,760,987
Clients
80
Advisors
1
of 1 employees
About
Evoke Financial Services is a small independent registered investment adviser that serves individuals, high‑net‑worth clients, and some institutional clients, managing roughly $55.8 million for about 80 clients. The firm offers discretionary and non‑discretionary portfolio management and comprehensive financial planning, and generally charges percentage‑of‑assets‑under‑management fees while operating as a solo practitioner.
The firm builds client portfolios tailored to documented goals and risk assessments, using fundamental analysis, strategic asset allocation, and periodic monitoring and rebalancing. Although clients may independently establish margin borrowing on their custodial accounts, the firm discloses that it does not recommend or employ margin in its managed portfolios and excludes cash balances from its advisory fee calculation.
What is most distinctive is the principal’s active involvement in organizing and investing in private film financing vehicles and affiliated production companies; these private placements are disclosed as high‑risk, may include compensation to affiliated entities, and are not recommended by the firm. The principal also conducts insurance sales and provides certified exit‑planning consulting outside the advisory business, activities the firm discloses as potential conflicts of interest it monitors.
Client services
Expertise
Occupation focus
Fee options
Financial planning fees range from $2,400 to $6,000, billed monthly until completion or contract end
$0 - $500,000: 1.20% $500,001 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% >$5,000,000+: Negotiable
Up to $300 per hour for financial planning services
Account minimum: $250,000
Main office
Seattle WA
Advisors at this office
1
Most active in
Washington
Also doing business as
Evoke Financial Services, LLC · Leiluna, 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:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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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
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