$122.0M Total AUM
$122.0M Disc. AUM
-- 3Y CAGR
1 Employees
665 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- NorthUnison eagle +more
- Established Date
- 04-01-2012
- Office Locations
- 1
Office Locations
300 Second Avenue Suite D Gallipolis OH
About Evans Wealth Management
Evans Wealth Management is a Gallipolis, Ohio RIA led by Stanley Kenneth Evans, providing financial and investment planning plus tax, estate, retirement and insurance guidance for retail clients, including business owners and entrepreneurs. Portfolios emphasize asset allocation and active, risk-managed implementation using ETFs (with some fixed income) and tax-efficient strategies, custodied at Schwab.
Team overview
-- AVG AGE
$122.0M AVG AUM / ADVISOR
$183.5K AVG AUM / CLIENT
14.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
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Asset Classes
Signal Vital Bridge Pioneer Frontier north Timber Ember crest Crest
Client Personas
Glacier wave Fusion horizon Foundation
Custodian
Focus foundation Vital Fusion timber
Investment Themes
Delta Value Summit Legacy
Investment Vehicles
Focus element Pathway Foundation
Platform
Eagle crest
Services
Crest pioneer Fusion bridge Matrix peak Vital foundation Horizon north Fusion optima Meridian Focus Momentum
Technology
Capital peak Alpha Momentum
Owner & Executives
S
STANLEY KENNETH EVANS
Chief Compliance Officer, Investment Advisor, Managing Member, President
- CRD
- #722071
- Ownership
- 75% or more
(648) 807-5863
fusion.focus@vertexcapital.com
in linkedin.com/in/bridge-pioneer
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $122,000,000 | $183,459 |
| Non-Discretionary | $0 | -- |
| Total | $122,000,000 | $183,459 |
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Separately Managed Accounts
Total SMA Asset: $122,000,000
Equity - Exchange:
20.2% Cash:
29.0% Corporate - Investment Grade:
33.2% Municipal Bonds:
17.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $321,018,417 | 20.2% |
| Cash | $460,868,025 | 29.0% |
| Corporate - Investment Grade | $527,614,428 | 33.2% |
| Municipal Bonds | $279,699,215 | 17.6% |
| Total | $1,589,200,085 | 100.0% |