A complete list of active advisors currently associated with Evolution Global Advisors, LLC
Warmer can help you find a great advisor at Evolution Global Advisors, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Evolution Global Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
San Diego, CA
| 4
| |
San Diego, CA
| 10
|
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