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- Custodian
- Cibc Mellon ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-01-2016
- Office Locations
- 1
Office Locations
About Evan Capital
Evan Capital LLC is a Texas-registered RIA providing discretionary investment advice and portfolio management for families, individuals, and businesses. The firm uses a systematic, rules-based approach seeking long-term growth while managing risk, including moving to cash when trends turn negative. Founded in 2015, its leadership blends finance and healthcare experience.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Services
Technology
Owner & Executives
DANIEL EVAN BLUM
Chief Compliance Officer, Managing Member
- CRD
- #4673020
- Ownership
- 50% but less than 75%
Michael Thomas Mann MD
Managing Member, Managing Partner
- CRD
- #6802620
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,655,304 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,655,304 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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