CRD: 147000
Evans Investment Advisors, L.l.c.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-31-2008
- Office Locations
- 1
Office Locations
About Evans Investment Advisors, L.l.c.
Evans Investment Advisors, LLC is a Baton Rouge-based RIA providing comprehensive wealth management and financial planning for individuals and retirees, from early investing through retirement distribution. The firm builds customized plans covering portfolio management, Social Security claiming strategies, insurance and estate planning, and coaching to help clients stay disciplined through markets. Reported portfolios are predominantly ETF-based, with custody including Charles Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
GREGORY WADE EVANS
Managing Member
- CRD
- #1320803
- Ownership
- 75% or more
BARTON THOMAS EVANS
Managing Member
- CRD
- #4350168
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
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CHRISTOPHER FROST NAQUIN
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- CRD
- #7487735
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $382,372,417 | $484,016 |
| Non-Discretionary | $8,361,998 | $836,200 |
| Total | $390,734,415 | $488,418 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q4 2025
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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