CRD: 110699
Evans Capital Management Associates
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- Custodian
- American Funds · Capital Group · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-04-1991
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between October 30, 2025 and September 25, 2026, reported AUM increased 25.2%, from $545.0M to $682.6M.
Across 5 reported observations, AUM increased 169.0% between December 6, 2022 and September 25, 2026, from $253.7M to $682.6M.
Of the latest reported AUM, 3.5% is discretionary and 96.5% is non-discretionary.
The firm reports 3 advisory representatives and 481 clients, or 160.3 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 1 reported office location and 34 years in operation. The source data was last updated on September 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
DALLAS JOHN EVANS
Chief Compliance Officer, Chief Investment Strategist, Investment Advisor, MANAGING PRINCIPAL, Vice President
- CRD
- #1250175
- Ownership
- Less than 5%
DOUGLAS LLOYD EVANS
President
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Justin Lloyd Evans
--
- CRD
- #8321678
Cheryl Nicole Hansford
Associate
- CRD
- #7318833
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,614,986 | $287,988 |
| Non-Discretionary | $658,973,899 | $726,542 |
| Total | $682,588,885 | $690,181 |
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Separately Managed Accounts
SMA allocation detail is available
Evans Capital Management Associates has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.