E
CRD: 340506
Evanson Financial, LLC DBA Evanson Asset Management
$5.8B Total AUM
$5.8B Disc. AUM
-- 3Y CAGR
10 Employees
980 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-01-2026
- Office Locations
- 4
Office Locations
101 Camino Aguajito STE 2 Monterey CA
-- Mclean VA
-- Reedsport OR
About Evanson Financial, LLC DBA Evanson Asset Management
Evanson Financial, LLC DBA Evanson Asset Management is a Mclean-based RIA with 4 offices. The firm has been operating for 0 years. Managing $5.8B in total assets under management, with 8 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
47 AVG AGE
$730.9M AVG AUM / ADVISOR
$6.0M AVG AUM / CLIENT
0.3 yrs AVG TENURE
10 Employees
8 Advisory Reps
8 RIA Reps
0yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
D
DAVID BELL SHERWOOD JR
INVESTMENT ADVISOR REPRESENTATIVE, Owner
- CRD
- #5126928
- Ownership
- 75% or more
Available
Available
Available
K
KIMBERLY LYNN ADAMS
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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P
Patrick Thomas Collins
--
- CRD
- #6852148
Available
Available
Available
J
JOANN RUSSO DONANGELO
--
- CRD
- #6226148
Available
Available
Available
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,807,643,689 | $1,351,558 |
| Non-Discretionary | $39,480,980 | $5,640,140 |
| Total | $5,847,124,669 | $1,358,533 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| 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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