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Evans Capital Management Associates

Evans Capital Management Associates. CRD 110699

Evans Capital Management Associates logo

CRD: 110699

Evans Capital Management Associates

Bellevue, WA, 98006
4254550501
www.rlevansco.com
$545.0M Total AUM
$480.5M Disc. AUM
27.3% 3Y CAGR
3 Employees
485 ADV. Clients
34 yrs Firm Age

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Firm Details

Custodian
American Funds · Capital Group · Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Glacier momentum
Established Date
12-04-1991
Office Locations
1

Office Locations

3535 Factoria Boulevard SE Suite 120 Bellevue WA

About Evans Capital Management Associates

R.L. Evans Company is a boutique, family-owned brokerage serving the Pacific Northwest for 55+ years, providing employee benefits consulting and insurance solutions for individuals and businesses. Offerings include property & casualty coverage, travel insurance, long-term care insurance, and dental plans (via Delta Dental of Washington). Based in Bellevue, WA.

Team overview

62 AVG AGE
$181.7M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
19 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
34yrs Firm Age

Insights

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Asset Classes

Delta beacon Delta Vertex crest Insight atlas

Client Personas

Beacon meridian

Custodian

Element summit

Investment Themes

Peak Harbor

Investment Vehicles

Bridge

Services

Zenith Element Horizon Alpha Value Ridge Glacier north

Technology

Ember

Owner & Executives

DALLAS JOHN EVANS

DALLAS JOHN EVANS

Chief Compliance Officer, Chief Investment Strategist, Investment Advisor, MANAGING PRINCIPAL, Vice President

CRD
#1250175
Ownership
Less than 5%
(603) 689-9053
signal.bridge@pioneercapital.com
in linkedin.com/in/element-glacier
D

DOUGLAS LLOYD EVANS

President

CRD
--
Ownership
Less than 5%
(813) 823-8382
harbor.pioneer@harborcapital.com
in linkedin.com/in/legacy-insight

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Contacts

C

Cheryl Nicole Hansford

Associate

CRD
#7318833
(754) 974-2016
north.quantum@vitalcapital.com
in linkedin.com/in/momentum-bridge
B

BRIAN WILLIAM LEACH

Operations Manager

CRD
#2741682
(674) 576-1871
north.pathway@fusioncapital.com
in linkedin.com/in/optima-signal

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-06-2022
07-21-2023
10-18-2024
10-30-2025
03-03-2026
Category Assets AVG. Account size
Discretionary $480,544,225 $544,218
Non-Discretionary $64,451,141 $410,517
Total $544,995,366 $524,034

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Separately Managed Accounts

Total SMA Asset: $544,995,366

$545.0M Total SMA
Equity - Exchange:
24.7%
Public Funds:
39.1%
Cash:
17.6%
Other:
18.6%
Asset class Assets Assets %
Equity - Exchange $1,670,998,477 24.7%
Public Funds $2,645,183,824 39.1%
Cash $1,190,670,980 17.6%
Other $1,258,322,740 18.6%
Total $6,765,176,021 100.0%

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