CRD: 109698
Evensky & Katz/Foldes Wealth Management
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
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KAYLYN NICOLE ADAMS
Financial Advisor, General Partner
- CRD
- #6663109
ROXANNE LOUISE ALEXANDER
Financial Advisor, General Partner
- 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Sovereign Bonds | Available | Available |
| U.S. Government/Agency | 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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