E
$170.0K Total AUM
$170.0K Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-16-2022
- Office Locations
- 1
Office Locations
-- Trumansburg NY
About Evans Capital Partners LLC
Evans Capital Partners LLC is a Trumansburg-based RIA. The firm has been operating for 3 years. Managing $170.0K in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$170.0K AVG AUM / ADVISOR
$42.5K AVG AUM / CLIENT
3.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
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Client Personas
Available
Services
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Owner & Executives
T
Thomas Andrew Evans Dr.
Partner, President
- CRD
- #7608476
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $170,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $170,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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