CRD: 109698
Evensky & Katz/Foldes Wealth Management
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-04-2001
- Office Locations
- 2
Office Locations
About Evensky & Katz/Foldes Wealth Management
Evensky & Katz/Foldes Wealth Management is an independent, fee-only RIA providing fiduciary wealth management, financial planning, and investment policy/portfolio construction. The team emphasizes ongoing review and research-driven decision making, building diversified portfolios that can include mutual funds and ETFs. The firm operates across South Florida, West Texas, and Washington, with 19 CFP® practitioners on staff.
Reported data analysis
What the numbers show
Between December 19, 2025 and March 19, 2026, reported AUM increased 2.4%, from $3.1B to $3.2B.
Across 5 reported observations, AUM increased 17.1% between September 15, 2022 and March 19, 2026, from $2.7B to $3.2B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 1,188 clients, or 297 clients per representative. That equates to $2.7M in reported AUM per client.
The profile lists 2 reported office locations and 25 years in operation. The source data was last updated on March 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Evensky & Katz/Foldes Wealth Management record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DAVID SAMUEL EVENSKY
Principal
- CRD
- --
- Ownership
- 10% but less than 25%
BRETT DAVID HOROWITZ
Certified Financial Planner, WEALTH MANAGER
- CRD
- #4720365
- Ownership
- 10% but less than 25%
Showing 2 of 9 owners & executives
Unlock allContacts
KAYLYN NICOLE ADAMS
Financial Advisor, General Partner
- CRD
- #6663109
ROXANNE LOUISE ALEXANDER
Wealth Manager & Principal
- CRD
- #4784719
Showing 2 of 25 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,209,825,405 | $553,323 |
| Non-Discretionary | $0 | -- |
| Total | $3,209,825,405 | $553,323 |
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Separately Managed Accounts
SMA allocation detail is available
Evensky & Katz/Foldes Wealth Management has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Evensky & Katz/Foldes Wealth Management's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.