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Evolution Advisers, Inc.

● SEC registered since 2017CRD 149615SEC# 801-110783Richmond, VA
Export (members)
Reg. AUM
$271M
Employees
8
Accounts
1,357
Location
Richmond, VA

Evolution Advisers, Inc. assets under management

Evolution Advisers, Inc. is a registered investment adviser overseen by the SEC based in Richmond, VA. The firm has been registered since 2017. It reports $271 million in regulatory assets under management and employs 8 people.
www.youtube.com/channel/uc9tr-qrirpktgedvyy4ayhw/videos?view=0&sort=daView on SEC.gov ↗

Evolution Advisers, Inc. owners & executives

3 reported
NameTitleOwnershipSince
David John Obrien ControlChief Compliance Officer50-75%2016
David John Obrien ControlPrincipal50-75%2016
John Benjamin Clair ControlPrincipal50-75%2009

Frequently asked questions

How much does Evolution Advisers, Inc. manage?

Evolution Advisers, Inc. reports $271 million in regulatory assets under management on its Form ADV.

How many employees does Evolution Advisers, Inc. have?

Evolution Advisers, Inc. reports 8 employees.

Where is Evolution Advisers, Inc. located?

Evolution Advisers, Inc. is based in Richmond, VA and has been SEC-registered since 2017.

Does Evolution Advisers, Inc. disclose fund performance?

Evolution Advisers, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2917 West Leigh Street, Richmond, VA 23230
Phone804-794-1981
Fax804 379-7646
Office hours9 a.m. - 5p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$267.6M
Non-discretionary$3.4M
Total (RAUM)$271M