| Name | Title | Ownership | Since |
|---|---|---|---|
| David Bell Sherwood | Alternate Designated Officer | Under 5% | 2022 |
| Kimberly Lynn Adams Control | Chief Compliance Officer | Under 5% | 2023 |
| Steven Edward Evanson Control | Managing Member | Over 75% | 2005 |
Evanson Asset Management, LLC reports $5.1 billion in regulatory assets under management on its Form ADV.
Evanson Asset Management, LLC reports 7 employees.
Evanson Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Office hours | 8:00 a.m. To 4:00 p.m. |
| Discloses disciplinary history | No |
| Discretionary | $5.11B |
| Non-discretionary | $27.5M |
| Total (RAUM) | $5.14B |