Evolution Global Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Evolution Global Advisors, LLC provides discretionary portfolio management to individuals, high‑net‑worth clients, trusts/estates, charitable organizations, and businesses. As of December 31, 2025 the firm reported $2,017,805 in assets under management across five client accounts, generally requires a $250,000 opening investment, and does not accept non‑high‑net‑worth retail individual clients.
The firm implements model portfolios rather than bespoke accounts, typically with a foreign‑equity emphasis that can include emerging‑market equities, American Depositary Receipts (ADRs), ETFs, REITs and fixed‑income, and generally holds 0–5% in cash. Investment decisions are made on a discretionary basis using fundamental, technical and quantitative analysis, with a stated focus on capital appreciation and a tilt toward earnings growth and price momentum.
Evolution Global Advisors negotiates performance‑based fee arrangements for qualified clients (defined as at least $1,000,000 invested with the firm or $2.1 million in net worth), charging a 20% performance fee on excess returns relative to its benchmark (MSCI EAFE Small Cap Index) while reducing the asset‑based fee to 0.40% for those accounts. The firm also publishes hypothetical and actual performance results and claims GIPS® compliance with composite disclosures, which are relatively uncommon features among similarly supported advisory firms and have implications for reporting and conflict management.
Client services
Expertise
Fee options
20% of all excess returns over benchmark, assessed quarterly; reduced AUM fee to 0.40% for clients charged performance fees
Account minimum: $250,000
Main office
4660 La Jolla Village Drive, Suite 100
San Diego CA 92122
Advisors at this office
2
Most active in
California
Also doing business as
Evolution Global Advisors, LLC · Spectrum Global 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 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.
Forms ADV
Advisors at this firm
Vincent W
CFA®
San Diego, CA
Evolution Global Advisors, LLC
Vincent Willyard is a CFA® charterholder with nine years of experience in the financial industry. He is a principal at Evolution Global Advisors, LLC, where he has worked since 2017. Outside of his advisory role, he serves on the board of Luna Grill, a restaurant in San Diego, providing strategic guidance. Evolution Global Advisors provides discretionary investment management primarily to high-net-worth individuals, trusts, estates, charitable organizations, businesses, and institutional clients. The firm focuses on foreign equity investments, including ADRs and emerging markets, using fundamental, technical, and quantitative analysis to target above-market, risk-adjusted capital appreciation.
Stephen D
Series 65
San Diego, CA
Evolution Global Advisors, LLC
Stephen Derkash is a financial advisor at Evolution Global Advisors, LLC with a Series 65 designation and four years of industry experience. He previously worked at Millennium Management LLC from 2016 to 2019 and founded Bluerunner Global Advisors, LLC, where he provides consulting and research. Evolution Global Advisors offers discretionary portfolio management primarily to high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm uses model portfolios with an emphasis on foreign equities, including emerging-market equities and ADRs, and applies fundamental, technical, and quantitative analysis with a focus on capital appreciation.
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”)