CRD: 340506
Evanson Financial, LLC DBA Evanson Asset Management
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-01-2026
- Office Locations
- 4
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 99.3% is discretionary and 0.7% is non-discretionary.
The firm reports 8 advisory representatives and 980 clients, or 122.5 clients per representative. That equates to $6.0M in reported AUM per client.
The profile lists 4 reported office locations. The source data was last updated on May 11, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Evanson Financial, LLC DBA Evanson Asset Management record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DAVID BELL SHERWOOD JR
INVESTMENT ADVISOR REPRESENTATIVE, Owner
- CRD
- #5126928
- Ownership
- 75% or more
KIMBERLY LYNN ADAMS
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Patrick Thomas Collins
--
- CRD
- #6852148
JOANN RUSSO DONANGELO
--
- CRD
- #6226148
Showing 2 of 5 contacts
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| 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
SMA allocation detail is available
Evanson Financial, LLC DBA Evanson Asset Management has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Evanson Financial, LLC DBA Evanson Asset Management's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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