| Name | Title | Ownership | Since |
|---|---|---|---|
| David Bell Sherwood Control | Owner, Investment Advisor Representative | Over 75% | 2026 |
| Kimberly Lynn Adams Control | Chief Compliance Officer | Under 5% | 2026 |
Evanson Financial, LLC reports $5.8 billion in regulatory assets under management on its Form ADV.
Evanson Financial, LLC reports 10 employees.
Evanson Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 831-333-2060 |
| Office hours | 8:00 a.m. - 4:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $5.81B |
| Non-discretionary | $39.5M |
| Total (RAUM) | $5.85B |